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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 | $102,650 | $77,817+31.9% | $123,553-16.9% | $64,173+60.0% |
| Participation rate | 19.0% | 74.7%-55.7pp | 82.3%-63.2pp | 69.6%-50.5pp |
| Annual return | -9.02% | 12.49%-21.5pp | 119.21%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $704 | $3,014-76.6% | $4,628-84.8% | $2,381-70.4% |
| Participant deferral / active EE | $1,368 | $5,240-73.9% | $6,426-78.7% | $3,470-60.6% |
| Admin fee / account holder | $9,595 | $5,519+73.8% | $9,284+3.3% | $4,887+96.3% |