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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 | $68,383 | $24,618+177.8% | $71,585-4.5% | $82,637-17.2% |
| Participation rate | 39.1% | 68.2%-29.1pp | 68.2%-29.1pp | 68.1%-29.0pp |
| Annual return | 12.41% | 93.17%-80.8pp | 59.26%-46.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $965 | $852+13.3% | $1,669-42.1% | $2,552-62.2% |
| Participant deferral / active EE | $610 | $1,720-64.5% | $2,923-79.1% | $4,126-85.2% |
| Admin fee / account holder | $384 | $3,285-88.3% | $4,712-91.8% | $7,339-94.8% |