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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 | $79,505 | $76,407+4.1% | $150,298-47.1% | $82,448-3.6% |
| Participation rate | 17.2% | 66.4%-49.2pp | 77.8%-60.6pp | 68.1%-50.9pp |
| Annual return | 11.90% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $875 | $2,614-66.5% | $4,154-78.9% | $2,551-65.7% |
| Participant deferral / active EE | $376 | $3,214-88.3% | $5,453-93.1% | $4,139-90.9% |
| Admin fee / account holder | $27,956 | $6,352+340.1% | $14,116+98.0% | $7,234+286.4% |