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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 | $94,596 | $77,920+21.4% | $149,723-36.8% | $75,177+25.8% |
| Participation rate | 6.5% | 65.6%-59.1pp | 78.8%-72.3pp | 67.2%-60.7pp |
| Annual return | 11.54% | 31.72%-20.2pp | 134.50%-123.0pp | 160.75%-149.2pp |
| Employer contribution / active EE | $546 | $3,138-82.6% | $4,821-88.7% | $2,671-79.5% |
| Participant deferral / active EE | $724 | $3,411-78.8% | $5,682-87.3% | $4,126-82.4% |
| Admin fee / account holder | $45,403 | $5,951+663.0% | $13,215+243.6% | $5,651+703.4% |