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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 | $58,687 | $55,446+5.8% | $155,574-62.3% | $74,429-21.2% |
| Participation rate | 8.9% | 61.9%-53.0pp | 78.2%-69.3pp | 67.2%-58.3pp |
| Annual return | 7.89% | 269.20%-261.3pp | 64.87%-57.0pp | 1368.38%-1360.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $284 | $2,836-90.0% | $5,629-95.0% | $4,348-93.5% |
| Admin fee / account holder | $1,797 | $1,743+3.1% | $15,914-88.7% | $1,944-7.6% |