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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 | $106,524-7.6% | $152,301-35.4% | $87,485+12.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 12.82% | 26.89%-14.1pp | 80.50%-67.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $985 | $3,371-70.8% | $4,624-78.7% | $2,596-62.1% |
| Participant deferral / active EE | $1,250 | $6,525-80.8% | $8,004-84.4% | $4,274-70.7% |
| Admin fee / account holder | $1,783 | $8,287-78.5% | $14,398-87.6% | $7,775-77.1% |