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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 | $77,809 | $54,573+42.6% | $90,965-14.5% | $73,493+5.9% |
| Participation rate | 56.2% | 61.2%-5.0pp | 69.0%-12.8pp | 70.7%-14.5pp |
| Annual return | 4.00% | 16.69%-12.7pp | 134.57%-130.6pp | 28.51%-24.5pp |
| Employer contribution / active EE | $442 | $991-55.4% | $2,122-79.2% | $2,270-80.5% |
| Participant deferral / active EE | $1,057 | $2,517-58.0% | $3,373-68.7% | $3,740-71.7% |
| Admin fee / account holder | $11,498 | $521+2105.1% | $5,960+92.9% | $513+2141.0% |