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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 | $80,838 | $59,467+35.9% | $93,727-13.8% | $74,478+8.5% |
| Participation rate | 30.2% | 59.6%-29.4pp | 68.7%-38.5pp | 67.2%-37.0pp |
| Annual return | 2.42% | 82.14%-79.7pp | 133.83%-131.4pp | 1370.56%-1368.1pp |
| Employer contribution / active EE | $521 | $1,267-58.9% | $2,421-78.5% | $2,626-80.2% |
| Participant deferral / active EE | $631 | $3,052-79.3% | $4,417-85.7% | $4,350-85.5% |
| Admin fee / account holder | $1,134 | $3,028-62.6% | $8,292-86.3% | $1,946-41.7% |