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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 | $77,993 | $78,607-0.8% | $105,624-26.2% | $74,478+4.7% |
| Participation rate | 42.3% | 72.8%-30.5pp | 75.3%-33.0pp | 67.2%-24.9pp |
| Annual return | 10.75% | 15.96%-5.2pp | 116.20%-105.5pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,945 | $4,325-55.0% | $5,013-61.2% | $4,350-55.3% |
| Admin fee / account holder | $2,119 | $2,220-4.6% | $10,961-80.7% | $1,946+8.9% |