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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 | $83,952 | $51,638+62.6% | $129,406-35.1% | $80,959+3.7% |
| Participation rate | 51.6% | 56.9%-5.3pp | 69.6%-18.0pp | 67.7%-16.1pp |
| Annual return | 7.87% | 20.78%-12.9pp | 9468.18%-9460.3pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,450 | $1,584-8.4% | $4,155-65.1% | $2,757-47.4% |
| Participant deferral / active EE | $534 | $2,670-80.0% | $4,167-87.2% | $4,300-87.6% |
| Admin fee / account holder | $16,697 | $4,313+287.1% | $7,689+117.2% | $6,925+141.1% |