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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 | $58,855 | $105,198-44.1% | $159,455-63.1% | $85,856-31.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 12.42% | 45.08%-32.7pp | 263.63%-251.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $2,993 | $3,319-9.8% | $4,830-38.0% | $2,565+16.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,119 | $6,934-55.0% | $10,800-71.1% | $6,261-50.2% |