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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 | $87,063 | $76,634+13.6% | $56,054+55.3% | $145,978-40.4% |
| Participation rate | 5.3% | 63.2%-58.0pp | 52.5%-47.2pp | 80.3%-75.0pp |
| Annual return | 3.47% | 3004.33%-3000.9pp | 1705.95%-1702.5pp | 550.52%-547.0pp |
| Employer contribution / active EE | $94 | $1,380-93.2% | $1,039-91.0% | $4,662-98.0% |
| Participant deferral / active EE | $215 | $2,622-91.8% | $1,952-89.0% | $6,690-96.8% |
| Admin fee / account holder | $4,006 | $3,321+20.6% | $2,822+41.9% | $13,400-70.1% |