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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 | $102,283 | $56,431+81.3% | $130,788-21.8% | $87,485+16.9% |
| Participation rate | 30.0% | 58.9%-28.9pp | 70.1%-40.1pp | 68.9%-38.9pp |
| Annual return | 10.64% | 91.27%-80.6pp | 386.44%-375.8pp | 26.06%-15.4pp |
| Employer contribution / active EE | $279 | $1,549-82.0% | $3,558-92.2% | $2,596-89.3% |
| Participant deferral / active EE | $695 | $2,749-74.7% | $4,137-83.2% | $4,274-83.7% |
| Admin fee / account holder | $4,259 | $4,433-3.9% | $6,673-36.2% | $7,775-45.2% |