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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 | $88,369 | $56,431+56.6% | $130,788-32.4% | $87,485+1.0% |
| Participation rate | 18.0% | 58.9%-41.0pp | 70.1%-52.1pp | 68.9%-51.0pp |
| Annual return | 11.14% | 91.27%-80.1pp | 386.44%-375.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $393 | $1,549-74.6% | $3,558-89.0% | $2,596-84.9% |
| Participant deferral / active EE | $780 | $2,749-71.6% | $4,137-81.1% | $4,274-81.7% |
| Admin fee / account holder | $2,977 | $4,433-32.8% | $6,673-55.4% | $7,775-61.7% |