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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 | $60,129 | $42,546+41.3% | $71,796-16.2% | $55,167+9.0% |
| Participation rate | 17.9% | 59.1%-41.2pp | 69.1%-51.2pp | 69.0%-51.1pp |
| Annual return | 5.42% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $487 | $803-39.4% | $1,924-74.7% | $1,963-75.2% |
| Participant deferral / active EE | $898 | $2,064-56.5% | $2,794-67.9% | $3,054-70.6% |
| Admin fee / account holder | $2,798 | $650+330.7% | $4,815-41.9% | $504+455.3% |