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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 | $100,236 | $78,562+27.6% | $105,608-5.1% | $74,429+34.7% |
| Participation rate | 32.2% | 72.8%-40.6pp | 75.3%-43.1pp | 67.2%-35.0pp |
| Annual return | 10.12% | 15.94%-5.8pp | 116.50%-106.4pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $942 | $2,521-62.6% | $3,167-70.2% | $2,625-64.1% |
| Participant deferral / active EE | $1,743 | $4,321-59.7% | $5,010-65.2% | $4,348-59.9% |
| Admin fee / account holder | $4,499 | $2,217+102.9% | $11,028-59.2% | $1,944+131.4% |