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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 | $92,378 | $72,071+28.2% | $68,368+35.1% | $137,256-32.7% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 9.16% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $574 | $2,788-79.4% | $2,649-78.3% | $4,156-86.2% |
| Participant deferral / active EE | $340 | $4,410-92.3% | $4,123-91.8% | $6,407-94.7% |
| Admin fee / account holder | $69,400 | $5,336+1200.7% | $5,150+1247.6% | $12,270+465.6% |