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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 | $54,690+35.3% | $76,030-2.7% | $74,478-0.7% |
| Participation rate | 3.9% | 60.3%-56.4pp | 69.1%-65.1pp | 67.2%-63.3pp |
| Annual return | 10.47% | 31.92%-21.4pp | 361.54%-351.1pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $125 | $3,070-95.9% | $4,257-97.1% | $4,350-97.1% |
| Admin fee / account holder | $27,576 | $2,240+1131.2% | $6,421+329.5% | $1,946+1317.2% |