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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 | $101,672-17.6% | $147,117-43.1% | $74,478+12.4% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.9pp |
| Annual return | 10.13% | 8757.83%-8747.7pp | 420.54%-410.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,351 | $3,813-64.6% | $4,932-72.6% | $2,626-48.6% |
| Participant deferral / active EE | $3,057 | $7,305-58.1% | $8,065-62.1% | $4,350-29.7% |
| Admin fee / account holder | $2,325 | $1,753+32.6% | $12,993-82.1% | $1,946+19.5% |