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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 | $88,859 | $64,324+38.1% | $118,946-25.3% | $79,852+11.3% |
| Participation rate | 22.9% | 64.9%-42.0pp | 75.4%-52.5pp | 69.6%-46.8pp |
| Annual return | 9.66% | 86.45%-76.8pp | 35.89%-26.2pp | 31.72%-22.1pp |
| Employer contribution / active EE | $635 | $1,836-65.4% | $3,263-80.5% | $2,471-74.3% |
| Participant deferral / active EE | $635 | $2,824-77.5% | $4,266-85.1% | $3,740-83.0% |
| Admin fee / account holder | $23,937 | $4,040+492.5% | $6,581+263.7% | $5,306+351.1% |