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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 | $108,825-10.1% | $156,181-37.4% | $82,448+18.6% |
| Participation rate | 21.9% | 72.4%-50.4pp | 78.8%-56.9pp | 68.1%-46.2pp |
| Annual return | 11.84% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $942 | $2,870-67.2% | $4,294-78.1% | $2,551-63.1% |
| Participant deferral / active EE | $1,845 | $4,577-59.7% | $6,132-69.9% | $4,139-55.4% |
| Admin fee / account holder | $83,793 | $9,341+797.1% | $14,586+474.5% | $7,234+1058.3% |