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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 | $83,737 | $101,499-17.5% | $147,005-43.0% | $74,546+12.3% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.8pp |
| Annual return | 10.13% | 8732.34%-8722.2pp | 418.76%-408.6pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $1,351 | $3,811-64.6% | $4,934-72.6% | $2,624-48.5% |
| Participant deferral / active EE | $3,057 | $7,304-58.1% | $8,070-62.1% | $4,347-29.7% |
| Admin fee / account holder | $2,325 | $1,748+33.0% | $13,006-82.1% | $1,944+19.6% |