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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 | $94,664 | $99,875-5.2% | $146,866-35.5% | $86,983+8.8% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 11.80% | 28.10%-16.3pp | 102.85%-91.1pp | 25.83%-14.0pp |
| Employer contribution / active EE | $579 | $3,224-82.0% | $4,425-86.9% | $2,584-77.6% |
| Participant deferral / active EE | $1,804 | $6,322-71.5% | $7,759-76.8% | $4,194-57.0% |
| Admin fee / account holder | $5,554 | $7,838-29.1% | $13,620-59.2% | $7,856-29.3% |