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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 | $97,155 | $90,400+7.5% | $186,193-47.8% | $87,485+11.1% |
| Participation rate | 23.5% | 66.2%-42.7pp | 77.1%-53.6pp | 68.9%-45.4pp |
| Annual return | 5.11% | 22.15%-17.0pp | 78.03%-72.9pp | 26.06%-20.9pp |
| Employer contribution / active EE | $469 | $2,170-78.4% | $3,918-88.0% | $2,596-81.9% |
| Participant deferral / active EE | $543 | $4,330-87.5% | $6,513-91.7% | $4,274-87.3% |
| Admin fee / account holder | $198,516 | $8,673+2188.9% | $11,058+1695.2% | $7,775+2453.3% |