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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 | $91,529 | $101,591-9.9% | $147,096-37.8% | $74,429+23.0% |
| Participation rate | 53.7% | 75.5%-21.8pp | 82.2%-28.5pp | 67.2%-13.5pp |
| Annual return | 11.98% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,241 | $3,813-67.5% | $4,936-74.9% | $2,625-52.7% |
| Participant deferral / active EE | $2,418 | $7,302-66.9% | $8,071-70.0% | $4,348-44.4% |
| Admin fee / account holder | $17,609 | $1,750+906.2% | $13,005+35.4% | $1,944+805.7% |