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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 | $91,722 | $96,731-5.2% | $123,973-26.0% | $86,983+5.4% |
| Participation rate | 57.5% | 70.0%-12.5pp | 76.7%-19.2pp | 69.5%-12.1pp |
| Annual return | 7.89% | 17.33%-9.4pp | 388.13%-380.2pp | 25.83%-17.9pp |
| Employer contribution / active EE | $1,090 | $3,297-66.9% | $4,126-73.6% | $2,584-57.8% |
| Participant deferral / active EE | $1,574 | $4,152-62.1% | $5,247-70.0% | $4,194-62.5% |
| Admin fee / account holder | $13,763 | $8,722+57.8% | $11,799+16.6% | $7,856+75.2% |