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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 | $75,906 | $79,223-4.2% | $102,460-25.9% | $74,478+1.9% |
| Participation rate | 62.7% | 74.8%-12.1pp | 76.5%-13.9pp | 67.2%-4.6pp |
| Annual return | 10.37% | 54.98%-44.6pp | 29.47%-19.1pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $858 | $2,363-63.7% | $3,025-71.6% | $2,626-67.3% |
| Participant deferral / active EE | $1,446 | $4,417-67.3% | $5,056-71.4% | $4,350-66.8% |
| Admin fee / account holder | $8,542 | $2,003+326.5% | $9,460-9.7% | $1,946+339.0% |