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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 | $87,925 | $61,755+42.4% | $97,161-9.5% | $80,911+8.7% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.7%-42.7pp | 67.6%-37.6pp |
| Annual return | 9.20% | -557.90%+567.1pp | 75.36%-66.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $506 | $1,835-72.4% | $2,723-81.4% | $2,756-81.6% |
| Participant deferral / active EE | $711 | $3,026-76.5% | $4,265-83.3% | $4,297-83.5% |
| Admin fee / account holder | $16,144 | $5,166+212.5% | $5,647+185.9% | $6,935+132.8% |