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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 | $60,057 | $59,456+1.0% | $93,669-35.9% | $74,429-19.3% |
| Participation rate | 35.9% | 59.6%-23.7pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 10.16% | 82.00%-71.8pp | 133.59%-123.4pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $392 | $1,266-69.1% | $2,424-83.8% | $2,625-85.1% |
| Participant deferral / active EE | $1,196 | $3,052-60.8% | $4,416-72.9% | $4,348-72.5% |
| Admin fee / account holder | $7,877 | $3,026+160.3% | $8,291-5.0% | $1,944+305.1% |