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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 | $87,406 | $102,385-14.6% | $147,080-40.6% | $80,935+8.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 8.80% | 135.09%-126.3pp | 420.17%-411.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,690 | $3,717-54.5% | $4,933-65.7% | $2,757-38.7% |
| Participant deferral / active EE | $2,214 | $6,651-66.7% | $8,066-72.6% | $4,299-48.5% |
| Admin fee / account holder | $4,446 | $7,951-44.1% | $12,989-65.8% | $6,924-35.8% |