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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 | $82,961 | $102,393-19.0% | $147,041-43.6% | $80,911+2.5% |
| Participation rate | 30.6% | 75.9%-45.2pp | 82.2%-51.5pp | 67.6%-37.0pp |
| Annual return | 6.70% | 134.95%-128.3pp | 419.21%-412.5pp | 35.63%-28.9pp |
| Employer contribution / active EE | $2,109 | $3,715-43.2% | $4,935-57.3% | $2,756-23.5% |
| Participant deferral / active EE | $2,312 | $6,647-65.2% | $8,071-71.4% | $4,297-46.2% |
| Admin fee / account holder | $8,350 | $7,943+5.1% | $13,006-35.8% | $6,935+20.4% |