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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 | $82,469 | $78,562+5.0% | $105,608-21.9% | $74,429+10.8% |
| Participation rate | 48.0% | 72.8%-24.8pp | 75.3%-27.3pp | 67.2%-19.2pp |
| Annual return | 8.38% | 15.94%-7.6pp | 116.50%-108.1pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $776 | $2,521-69.2% | $3,167-75.5% | $2,625-70.5% |
| Participant deferral / active EE | $1,229 | $4,321-71.6% | $5,010-75.5% | $4,348-71.7% |
| Admin fee / account holder | $3,727 | $2,217+68.2% | $11,028-66.2% | $1,944+91.7% |