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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 | $102,382+31.2% | $147,005-8.6% | $80,874+66.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 11.54% | 134.89%-123.4pp | 418.76%-407.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,320 | $3,715-64.5% | $4,934-73.2% | $2,756-52.1% |
| Participant deferral / active EE | $2,423 | $6,646-63.5% | $8,070-70.0% | $4,297-43.6% |
| Admin fee / account holder | $4,159 | $7,942-47.6% | $13,006-68.0% | $6,935-40.0% |