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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 | $130,934 | $72,446+80.7% | $67,561+93.8% | $145,877-10.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 5.10% | 7211.98%-7206.9pp | 3525.44%-3520.3pp | 551.28%-546.2pp |
| Employer contribution / active EE | $397 | $3,072-87.1% | $2,735-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $497 | $4,785-89.6% | $4,003-87.6% | $6,691-92.6% |
| Admin fee / account holder | $2,441 | $5,541-56.0% | $4,006-39.1% | $13,402-81.8% |