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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 | $59,448+11.5% | $93,696-29.2% | $74,459-11.0% |
| Participation rate | 27.3% | 59.6%-32.3pp | 68.7%-41.4pp | 67.2%-39.9pp |
| Annual return | 10.58% | 82.11%-71.5pp | 133.74%-123.2pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $699 | $1,266-44.8% | $2,422-71.2% | $2,626-73.4% |
| Participant deferral / active EE | $1,019 | $3,052-66.6% | $4,417-76.9% | $4,350-76.6% |
| Admin fee / account holder | $7,773 | $3,027+156.8% | $8,287-6.2% | $1,945+299.7% |