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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 | $110,137-11.2% | $161,149-39.3% | $82,637+18.3% |
| Participation rate | 21.9% | 72.4%-50.4pp | 78.8%-56.9pp | 68.1%-46.1pp |
| Annual return | 11.84% | 20.69%-8.8pp | 21.16%-9.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $942 | $2,856-67.0% | $4,360-78.4% | $2,552-63.1% |
| Participant deferral / active EE | $1,845 | $4,575-59.7% | $6,153-70.0% | $4,126-55.3% |
| Admin fee / account holder | $83,793 | $9,467+785.1% | $15,194+451.5% | $7,339+1041.8% |