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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 | $57,007 | $52,581+8.4% | $130,788-56.4% | $64,340-11.4% |
| Participation rate | 17.7% | 46.5%-28.8pp | 70.1%-52.4pp | 55.2%-37.5pp |
| Annual return | 11.51% | 20.39%-8.9pp | 386.44%-374.9pp | 24.14%-12.6pp |
| Employer contribution / active EE | $980 | $1,031-4.9% | $3,558-72.4% | $1,862-47.3% |
| Participant deferral / active EE | $645 | $2,200-70.7% | $4,137-84.4% | $2,980-78.4% |
| Admin fee / account holder | $32,128 | $4,583+601.0% | $6,673+381.5% | $3,703+767.7% |