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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 | $127,845 | $83,019+54.0% | $130,014-1.7% | $71,476+78.9% |
| Participation rate | 54.0% | 74.1%-20.1pp | 78.5%-24.5pp | 67.9%-13.9pp |
| Annual return | 7.66% | 20.60%-12.9pp | -137.22%+144.9pp | 28.85%-21.2pp |
| Employer contribution / active EE | $780 | $2,623-70.3% | $4,320-81.9% | $2,589-69.9% |
| Participant deferral / active EE | $1,621 | $4,434-63.4% | $5,821-72.2% | $4,290-62.2% |
| Admin fee / account holder | $4,872 | $1,728+182.0% | $10,616-54.1% | $1,587+206.9% |