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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 | $64,969 | $61,125+6.3% | $94,057-30.9% | $87,485-25.7% |
| Participation rate | 10.0% | 64.1%-54.1pp | 73.3%-63.3pp | 68.9%-58.9pp |
| Annual return | 11.81% | 35.20%-23.4pp | 480.62%-468.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $286 | $2,136-86.6% | $2,933-90.2% | $2,596-89.0% |
| Participant deferral / active EE | $778 | $3,260-76.1% | $4,709-83.5% | $4,274-81.8% |
| Admin fee / account holder | $4,197 | $5,629-25.4% | $7,244-42.1% | $7,775-46.0% |