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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 | $77,712 | $64,324+20.8% | $118,914-34.6% | $79,856-2.7% |
| Participation rate | 36.7% | 64.9%-28.2pp | 75.4%-38.7pp | 69.6%-33.0pp |
| Annual return | 9.90% | 86.45%-76.5pp | 35.89%-26.0pp | 31.71%-21.8pp |
| Employer contribution / active EE | $507 | $1,836-72.4% | $3,264-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $986 | $2,824-65.1% | $4,266-76.9% | $3,741-73.6% |
| Admin fee / account holder | $516 | $4,040-87.2% | $6,582-92.2% | $5,306-90.3% |