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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 | $98,923 | $106,749-7.3% | $145,433-32.0% | $82,448+20.0% |
| Participation rate | 8.6% | 75.6%-67.0pp | 82.1%-73.5pp | 68.1%-59.4pp |
| Annual return | 9.03% | 27.59%-18.6pp | 66.58%-57.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $733 | $3,444-78.7% | $4,554-83.9% | $2,551-71.3% |
| Participant deferral / active EE | $1,332 | $6,519-79.6% | $7,897-83.1% | $4,139-67.8% |
| Admin fee / account holder | $44,608 | $8,390+431.7% | $13,129+239.8% | $7,234+516.6% |