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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 | $121,935 | $122,239-0.2% | $184,200-33.8% | $74,546+63.6% |
| Participation rate | 65.1% | 85.5%-20.3pp | 86.8%-21.7pp | 67.2%-2.1pp |
| Annual return | 5.56% | 19.95%-14.4pp | 28.80%-23.2pp | 1366.03%-1360.5pp |
| Employer contribution / active EE | $2,305 | $4,537-49.2% | $6,424-64.1% | $2,624-12.2% |
| Participant deferral / active EE | $3,442 | $7,139-51.8% | $9,132-62.3% | $4,347-20.8% |
| Admin fee / account holder | $11,092 | $1,260+780.6% | $13,907-20.2% | $1,944+470.7% |