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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 | $101,539-17.5% | $147,041-43.1% | $74,400+12.6% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.8pp |
| Annual return | 10.13% | 8740.84%-8730.7pp | 419.21%-409.1pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $1,351 | $3,811-64.6% | $4,935-72.6% | $2,624-48.5% |
| Participant deferral / active EE | $3,057 | $7,304-58.1% | $8,071-62.1% | $4,348-29.7% |
| Admin fee / account holder | $2,325 | $1,749+32.9% | $13,006-82.1% | $1,944+19.6% |