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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 | $96,731-6.0% | $123,973-26.6% | $86,983+4.5% |
| Participation rate | 27.6% | 70.0%-42.4pp | 76.7%-49.1pp | 69.5%-42.0pp |
| Annual return | 7.76% | 17.33%-9.6pp | 388.13%-380.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $990 | $3,297-70.0% | $4,126-76.0% | $2,584-61.7% |
| Participant deferral / active EE | $1,250 | $4,152-69.9% | $5,247-76.2% | $4,194-70.2% |
| Admin fee / account holder | $13,779 | $8,722+58.0% | $11,799+16.8% | $7,856+75.4% |