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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 | $66,299 | $59,456+11.5% | $93,669-29.2% | $74,429-10.9% |
| Participation rate | 27.3% | 59.6%-32.3pp | 68.7%-41.4pp | 67.2%-39.9pp |
| Annual return | 10.58% | 82.00%-71.4pp | 133.59%-123.0pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $699 | $1,266-44.8% | $2,424-71.2% | $2,625-73.4% |
| Participant deferral / active EE | $1,019 | $3,052-66.6% | $4,416-76.9% | $4,348-76.6% |
| Admin fee / account holder | $7,773 | $3,026+156.9% | $8,291-6.2% | $1,944+299.8% |