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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 | $96,905 | $102,422-5.4% | $147,117-34.1% | $80,959+19.7% |
| Participation rate | 32.4% | 75.9%-43.5pp | 82.2%-49.8pp | 67.7%-35.3pp |
| Annual return | 11.63% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,242 | $3,717-66.6% | $4,932-74.8% | $2,757-54.9% |
| Participant deferral / active EE | $1,968 | $6,652-70.4% | $8,065-75.6% | $4,300-54.2% |
| Admin fee / account holder | $93,074 | $7,953+1070.2% | $12,993+616.4% | $6,925+1244.0% |