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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 | $92,710 | $79,181+17.1% | $102,423-9.5% | $74,429+24.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 10.87% | 54.97%-44.1pp | 29.42%-18.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $834 | $2,362-64.7% | $3,023-72.4% | $2,625-68.2% |
| Participant deferral / active EE | $1,531 | $4,416-65.3% | $5,054-69.7% | $4,348-64.8% |
| Admin fee / account holder | $9,465 | $2,002+372.8% | $9,455+0.1% | $1,944+386.8% |