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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 | $72,354 | $88,087-17.9% | $164,866-56.1% | $74,546-2.9% |
| Participation rate | 43.3% | 73.1%-29.8pp | 78.6%-35.3pp | 67.2%-24.0pp |
| Annual return | 9.97% | 17.27%-7.3pp | 69.97%-60.0pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,491 | $2,595-42.6% | $4,343-65.7% | $2,624-43.2% |
| Participant deferral / active EE | $2,082 | $4,499-53.7% | $6,033-65.5% | $4,347-52.1% |
| Admin fee / account holder | $15,155 | $2,232+579.1% | $12,689+19.4% | $1,944+679.7% |