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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 | $76,601 | $63,346+20.9% | $92,240-17.0% | $70,126+9.2% |
| Participation rate | 26.0% | 68.7%-42.7pp | 76.5%-50.5pp | 69.5%-43.5pp |
| Annual return | 10.75% | 530.19%-519.4pp | 176.29%-165.5pp | 73.15%-62.4pp |
| Employer contribution / active EE | $502 | $2,471-79.7% | $3,680-86.4% | $2,343-78.6% |
| Participant deferral / active EE | $866 | $2,854-69.6% | $3,897-77.8% | $3,332-74.0% |
| Admin fee / account holder | $1,809 | $3,841-52.9% | $5,194-65.2% | $4,645-61.1% |