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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 | $134,346 | $102,385+31.2% | $147,080-8.7% | $80,935+66.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 11.54% | 135.09%-123.6pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,320 | $3,717-64.5% | $4,933-73.2% | $2,757-52.1% |
| Participant deferral / active EE | $2,423 | $6,651-63.6% | $8,066-70.0% | $4,299-43.6% |
| Admin fee / account holder | $4,159 | $7,951-47.7% | $12,989-68.0% | $6,924-39.9% |