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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 | $58,821 | $56,134+4.8% | $96,192-38.9% | $85,851-31.5% |
| Participation rate | 25.3% | 56.7%-31.4pp | 68.4%-43.1pp | 69.3%-44.0pp |
| Annual return | 9.12% | 42.30%-33.2pp | 192.09%-183.0pp | 318.63%-309.5pp |
| Employer contribution / active EE | $301 | $1,620-81.4% | $2,799-89.2% | $2,565-88.3% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,167 | $3,769-42.5% | $5,539-60.9% | $6,261-65.4% |