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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 | $93,917 | $101,539-7.5% | $147,041-36.1% | $74,400+26.2% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 12.85% | 8740.84%-8728.0pp | 419.21%-406.4pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $969 | $3,811-74.6% | $4,935-80.4% | $2,624-63.1% |
| Participant deferral / active EE | $1,977 | $7,304-72.9% | $8,071-75.5% | $4,348-54.5% |
| Admin fee / account holder | $3,120 | $1,749+78.3% | $13,006-76.0% | $1,944+60.5% |