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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 | $59,402+36.1% | $93,654-13.7% | $74,546+8.4% |
| Participation rate | 30.2% | 59.7%-29.5pp | 68.7%-38.5pp | 67.2%-37.0pp |
| Annual return | 2.42% | 81.86%-79.4pp | 133.34%-130.9pp | 1366.03%-1363.6pp |
| Employer contribution / active EE | $521 | $1,265-58.8% | $2,421-78.5% | $2,624-80.2% |
| Participant deferral / active EE | $631 | $3,049-79.3% | $4,413-85.7% | $4,347-85.5% |
| Admin fee / account holder | $1,134 | $3,023-62.5% | $8,282-86.3% | $1,944-41.7% |