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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 | $99,938 | $98,766+1.2% | $149,730-33.3% | $79,852+25.2% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 12.13% | 27.43%-15.3pp | 276.70%-264.6pp | 31.72%-19.6pp |
| Employer contribution / active EE | $650 | $3,217-79.8% | $4,645-86.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,789 | $5,681-68.5% | $6,843-73.9% | $3,740-52.2% |
| Admin fee / account holder | $4,684 | $6,052-22.6% | $9,310-49.7% | $5,306-11.7% |