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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 | $82,653 | $101,591-18.6% | $147,096-43.8% | $74,429+11.0% |
| Participation rate | 30.4% | 75.5%-45.1pp | 82.2%-51.8pp | 67.2%-36.8pp |
| Annual return | 11.51% | 8746.45%-8734.9pp | 419.75%-408.2pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $972 | $3,813-74.5% | $4,936-80.3% | $2,625-63.0% |
| Participant deferral / active EE | $1,734 | $7,302-76.2% | $8,071-78.5% | $4,348-60.1% |
| Admin fee / account holder | $20,325 | $1,750+1061.4% | $13,005+56.3% | $1,944+945.4% |