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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 | $91,527 | $59,448+54.0% | $93,696-2.3% | $74,459+22.9% |
| Participation rate | 13.8% | 59.6%-45.8pp | 68.7%-54.9pp | 67.2%-53.4pp |
| Annual return | 7.16% | 82.11%-75.0pp | 133.74%-126.6pp | 1369.70%-1362.5pp |
| Employer contribution / active EE | $393 | $1,266-68.9% | $2,422-83.8% | $2,626-85.0% |
| Participant deferral / active EE | $1,005 | $3,052-67.1% | $4,417-77.2% | $4,350-76.9% |
| Admin fee / account holder | $11,720 | $3,027+287.2% | $8,287+41.4% | $1,945+502.6% |