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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 | $47,044 | $102,422-54.1% | $147,117-68.0% | $80,959-41.9% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 6.74% | 135.16%-128.4pp | 420.54%-413.8pp | 35.67%-28.9pp |
| Employer contribution / active EE | $5,140 | $3,717+38.3% | $4,932+4.2% | $2,757+86.4% |
| Participant deferral / active EE | $2,114 | $6,652-68.2% | $8,065-73.8% | $4,300-50.8% |
| Admin fee / account holder | $4,366 | $7,953-45.1% | $12,993-66.4% | $6,925-37.0% |