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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 | $97,784 | $114,712-14.8% | $173,730-43.7% | $87,485+11.8% |
| Participation rate | 21.9% | 73.0%-51.1pp | 79.6%-57.7pp | 68.9%-47.0pp |
| Annual return | 11.84% | 20.18%-8.3pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $942 | $2,904-67.6% | $4,577-79.4% | $2,596-63.7% |
| Participant deferral / active EE | $1,845 | $4,642-60.2% | $6,326-70.8% | $4,274-56.8% |
| Admin fee / account holder | $83,793 | $10,210+720.7% | $17,523+378.2% | $7,775+977.8% |