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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 | $101,653-18.7% | $147,080-43.8% | $74,459+11.0% |
| Participation rate | 30.4% | 75.6%-45.2pp | 82.2%-51.8pp | 67.2%-36.8pp |
| Annual return | 11.51% | 8754.98%-8743.5pp | 420.17%-408.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $972 | $3,813-74.5% | $4,933-80.3% | $2,626-63.0% |
| Participant deferral / active EE | $1,734 | $7,304-76.3% | $8,066-78.5% | $4,350-60.1% |
| Admin fee / account holder | $20,325 | $1,752+1060.4% | $12,989+56.5% | $1,945+945.1% |