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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 | $89,492 | $88,203+1.5% | $165,100-45.8% | $74,478+20.2% |
| Participation rate | 36.4% | 73.1%-36.7pp | 78.6%-42.2pp | 67.2%-30.8pp |
| Annual return | 8.47% | 17.13%-8.7pp | 70.21%-61.7pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $1,147 | $2,601-55.9% | $4,348-73.6% | $2,626-56.3% |
| Participant deferral / active EE | $2,228 | $4,505-50.5% | $6,035-63.1% | $4,350-48.8% |
| Admin fee / account holder | $3,269 | $2,235+46.3% | $12,696-74.3% | $1,946+68.0% |