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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,261 | $45,119+9.2% | $85,126-42.1% | $74,429-33.8% |
| Participation rate | 7.8% | 49.4%-41.6pp | 67.5%-59.8pp | 67.2%-59.5pp |
| Annual return | 7.85% | 26.28%-18.4pp | 66.63%-58.8pp | 1368.38%-1360.5pp |
| Employer contribution / active EE | $346 | $1,460-76.3% | $2,731-87.3% | $2,625-86.8% |
| Participant deferral / active EE | $488 | $2,738-82.2% | $4,523-89.2% | $4,348-88.8% |
| Admin fee / account holder | $990 | $2,214-55.3% | $6,160-83.9% | $1,944-49.1% |