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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 | $105,134 | $78,694+33.6% | $67,652+55.4% | $125,389-16.2% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -4.42% | 9.46%-13.9pp | 6625.40%-6629.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $882 | $3,044-71.0% | $2,266-61.1% | $4,866-81.9% |
| Participant deferral / active EE | $972 | $4,292-77.3% | $3,560-72.7% | $5,352-81.8% |
| Admin fee / account holder | $1,750 | $7,403-76.4% | $4,821-63.7% | $9,541-81.7% |