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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 | $73,261 | $65,390+12.0% | $169,385-56.7% | $71,495+2.5% |
| Participation rate | 26.3% | 67.0%-40.6pp | 77.2%-50.8pp | 67.9%-41.6pp |
| Annual return | 12.39% | 21.31%-8.9pp | 405.82%-393.4pp | 28.85%-16.5pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,012-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,317 | $4,367-69.8% | $6,221-78.8% | $4,291-69.3% |
| Admin fee / account holder | $5,015 | $1,324+278.7% | $9,011-44.3% | $1,588+215.8% |