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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 | $96,157 | $89,367+7.6% | $141,191-31.9% | $72,975+31.8% |
| Participation rate | 60.7% | 75.1%-14.4pp | 82.5%-21.8pp | 69.5%-8.8pp |
| Annual return | 18.91% | 111.87%-93.0pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,258 | $3,115-59.6% | $4,736-73.4% | $2,440-48.5% |
| Participant deferral / active EE | $2,191 | $5,419-59.6% | $6,710-67.3% | $3,608-39.3% |
| Admin fee / account holder | $11,257 | $5,957+89.0% | $10,264+9.7% | $5,124+119.7% |