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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 | $73,990 | $54,558+35.6% | $76,002-2.6% | $74,546-0.7% |
| Participation rate | 3.9% | 60.3%-56.4pp | 69.1%-65.1pp | 67.2%-63.3pp |
| Annual return | 10.47% | 31.83%-21.4pp | 360.07%-349.6pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $125 | $3,065-95.9% | $4,257-97.1% | $4,347-97.1% |
| Admin fee / account holder | $27,576 | $2,232+1135.5% | $6,414+330.0% | $1,944+1318.8% |