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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 | $70,658 | $56,431+25.2% | $130,788-46.0% | $87,485-19.2% |
| Participation rate | 34.6% | 58.9%-24.3pp | 70.1%-35.5pp | 68.9%-34.3pp |
| Annual return | 10.87% | 91.27%-80.4pp | 386.44%-375.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $577 | $2,749-79.0% | $4,137-86.1% | $4,274-86.5% |
| Admin fee / account holder | $5,072 | $4,433+14.4% | $6,673-24.0% | $7,775-34.8% |