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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 | $78,607+27.5% | $105,624-5.1% | $74,478+34.6% |
| Participation rate | 32.2% | 72.8%-40.6pp | 75.3%-43.1pp | 67.2%-35.0pp |
| Annual return | 10.12% | 15.96%-5.8pp | 116.20%-106.1pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $942 | $2,523-62.7% | $3,168-70.3% | $2,626-64.1% |
| Participant deferral / active EE | $1,743 | $4,325-59.7% | $5,013-65.2% | $4,350-59.9% |
| Admin fee / account holder | $4,499 | $2,220+102.7% | $10,961-59.0% | $1,946+131.2% |