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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 | $61,816+42.2% | $97,260-9.6% | $80,935+8.6% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.7%-42.7pp | 67.7%-37.7pp |
| Annual return | 9.20% | -558.73%+567.9pp | 75.54%-66.3pp | 35.66%-26.5pp |
| Employer contribution / active EE | $506 | $1,836-72.4% | $2,721-81.4% | $2,757-81.6% |
| Participant deferral / active EE | $711 | $3,027-76.5% | $4,262-83.3% | $4,299-83.5% |
| Admin fee / account holder | $16,144 | $5,166+212.5% | $5,640+186.2% | $6,924+133.1% |