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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 | $86,700 | $98,776-12.2% | $149,745-42.1% | $79,856+8.6% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.5%-41.9pp | 69.6%-29.0pp |
| Annual return | 10.93% | 27.38%-16.4pp | 276.72%-265.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $829 | $3,217-74.2% | $4,646-82.2% | $2,471-66.5% |
| Participant deferral / active EE | $1,796 | $5,681-68.4% | $6,843-73.8% | $3,741-52.0% |
| Admin fee / account holder | $14,810 | $6,053+144.7% | $9,312+59.0% | $5,306+179.1% |