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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 | $94,652 | $93,598+1.1% | $135,974-30.4% | $75,173+25.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 8.59% | 30.89%-22.3pp | 68.30%-59.7pp | 160.72%-152.1pp |
| Employer contribution / active EE | $1,413 | $3,538-60.1% | $4,859-70.9% | $2,671-47.1% |
| Participant deferral / active EE | $2,109 | $6,405-67.1% | $7,760-72.8% | $4,126-48.9% |
| Admin fee / account holder | $89,322 | $6,978+1180.1% | $10,767+729.6% | $5,651+1480.8% |