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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 | $86,876 | $101,672-14.6% | $147,117-40.9% | $74,478+16.6% |
| Participation rate | 33.9% | 75.5%-41.6pp | 82.2%-48.3pp | 67.2%-33.3pp |
| Annual return | 9.87% | 8757.83%-8748.0pp | 420.54%-410.7pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,198 | $3,813-68.6% | $4,932-75.7% | $2,626-54.4% |
| Participant deferral / active EE | $2,734 | $7,305-62.6% | $8,065-66.1% | $4,350-37.2% |
| Admin fee / account holder | $8,559 | $1,753+388.2% | $12,993-34.1% | $1,946+339.9% |