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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 | $62,640 | $54,674+14.6% | $76,089-17.7% | $74,429-15.8% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.5pp | 67.2%-50.7pp |
| Annual return | 10.19% | 31.89%-21.7pp | 360.94%-350.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $542 | $1,781-69.6% | $2,690-79.9% | $2,625-79.4% |
| Participant deferral / active EE | $724 | $3,071-76.4% | $4,259-83.0% | $4,348-83.4% |
| Admin fee / account holder | $3,106 | $2,238+38.8% | $6,418-51.6% | $1,944+59.8% |