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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 | $76,895 | $73,107+5.2% | $114,563-32.9% | $87,485-12.1% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.9%-24.2pp | 68.9%-20.2pp |
| Annual return | 10.52% | 19.47%-9.0pp | 241.09%-230.6pp | 26.06%-15.5pp |
| Employer contribution / active EE | $324 | $1,881-82.8% | $2,592-87.5% | $2,596-87.5% |
| Participant deferral / active EE | $834 | $3,144-73.5% | $4,142-79.9% | $4,274-80.5% |
| Admin fee / account holder | $71,238 | $5,770+1134.7% | $7,623+834.5% | $7,775+816.3% |