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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 | $70,757 | $58,241+21.5% | $81,780-13.5% | $80,911-12.5% |
| Participation rate | 13.6% | 63.4%-49.8pp | 72.4%-58.7pp | 67.6%-54.0pp |
| Annual return | 7.56% | 41.73%-34.2pp | 776.27%-768.7pp | 35.63%-28.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $3,283-86.7% | $4,321-89.9% | $4,297-89.9% |
| Admin fee / account holder | $24,873 | $4,973+400.2% | $7,384+236.9% | $6,935+258.7% |