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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 | $96,472 | $81,474+18.4% | $133,971-28.0% | $73,493+31.3% |
| Participation rate | 47.5% | 76.4%-28.8pp | 79.8%-32.3pp | 70.7%-23.2pp |
| Annual return | 11.13% | 19.40%-8.3pp | 45.09%-34.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $567 | $2,209-74.3% | $3,919-85.5% | $2,270-75.0% |
| Participant deferral / active EE | $1,389 | $3,786-63.3% | $5,047-72.5% | $3,740-62.9% |
| Admin fee / account holder | $6,370 | $713+793.2% | $8,929-28.7% | $513+1141.4% |