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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 | $98,376 | $106,749-7.8% | $145,433-32.4% | $82,448+19.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 12.82% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $985 | $3,444-71.4% | $4,554-78.4% | $2,551-61.4% |
| Participant deferral / active EE | $1,250 | $6,519-80.8% | $7,897-84.2% | $4,139-69.8% |
| Admin fee / account holder | $1,783 | $8,390-78.7% | $13,129-86.4% | $7,234-75.4% |