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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 | $90,939 | $89,259+1.9% | $107,187-15.2% | $82,637+10.0% |
| Participation rate | 27.6% | 67.9%-40.3pp | 75.0%-47.4pp | 68.1%-40.5pp |
| Annual return | 7.76% | 21.02%-13.3pp | 204.55%-196.8pp | 53.51%-45.7pp |
| Employer contribution / active EE | $990 | $3,080-67.9% | $3,782-73.8% | $2,552-61.2% |
| Participant deferral / active EE | $1,250 | $4,037-69.0% | $5,096-75.5% | $4,126-69.7% |
| Admin fee / account holder | $13,779 | $7,381+86.7% | $9,162+50.4% | $7,339+87.8% |