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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 | $96,297 | $99,957-3.7% | $149,730-35.7% | $73,493+31.0% |
| Participation rate | 36.6% | 75.7%-39.1pp | 82.5%-45.9pp | 70.7%-34.1pp |
| Annual return | 2.42% | 53.87%-51.4pp | 276.70%-274.3pp | 28.51%-26.1pp |
| Employer contribution / active EE | $737 | $3,191-76.9% | $4,645-84.1% | $2,270-67.5% |
| Participant deferral / active EE | $2,485 | $6,073-59.1% | $6,843-63.7% | $3,740-33.5% |
| Admin fee / account holder | $1,739 | $551+215.8% | $9,310-81.3% | $513+239.0% |