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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 | $79,640 | $78,607+1.3% | $105,624-24.6% | $74,478+6.9% |
| Participation rate | 32.6% | 72.8%-40.2pp | 75.3%-42.7pp | 67.2%-34.6pp |
| Annual return | 10.31% | 15.96%-5.6pp | 116.20%-105.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $894 | $2,523-64.6% | $3,168-71.8% | $2,626-66.0% |
| Participant deferral / active EE | $1,737 | $4,325-59.8% | $5,013-65.3% | $4,350-60.1% |
| Admin fee / account holder | $11,096 | $2,220+399.9% | $10,961+1.2% | $1,946+470.2% |