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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 | $101,499-7.5% | $147,005-36.1% | $74,546+26.0% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 12.85% | 8732.34%-8719.5pp | 418.76%-405.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $969 | $3,811-74.6% | $4,934-80.4% | $2,624-63.1% |
| Participant deferral / active EE | $1,977 | $7,304-72.9% | $8,070-75.5% | $4,347-54.5% |
| Admin fee / account holder | $3,120 | $1,748+78.5% | $13,006-76.0% | $1,944+60.5% |