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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 | $95,321 | $122,258-22.0% | $199,883-52.3% | $64,097+48.7% |
| Participation rate | 51.8% | 79.0%-27.2pp | 86.8%-35.0pp | 55.2%-3.4pp |
| Annual return | 8.74% | 24.91%-16.2pp | 43.81%-35.1pp | 34.64%-25.9pp |
| Employer contribution / active EE | $1,425 | $4,242-66.4% | $6,261-77.2% | $1,891-24.6% |
| Participant deferral / active EE | $2,502 | $6,258-60.0% | $9,138-72.6% | $3,080-18.8% |
| Admin fee / account holder | $13,674 | $3,882+252.3% | $17,268-20.8% | $3,454+295.8% |