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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 | $101,672-10.0% | $147,117-37.8% | $74,478+22.9% |
| Participation rate | 53.7% | 75.5%-21.8pp | 82.2%-28.5pp | 67.2%-13.5pp |
| Annual return | 11.98% | 8757.83%-8745.8pp | 420.54%-408.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,241 | $3,813-67.5% | $4,932-74.8% | $2,626-52.8% |
| Participant deferral / active EE | $2,418 | $7,305-66.9% | $8,065-70.0% | $4,350-44.4% |
| Admin fee / account holder | $17,609 | $1,753+904.4% | $12,993+35.5% | $1,946+805.0% |