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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 | $102,385-19.0% | $147,080-43.6% | $80,935+2.5% |
| Participation rate | 30.6% | 75.9%-45.2pp | 82.2%-51.5pp | 67.7%-37.0pp |
| Annual return | 6.70% | 135.09%-128.4pp | 420.17%-413.5pp | 35.66%-29.0pp |
| Employer contribution / active EE | $2,109 | $3,717-43.3% | $4,933-57.3% | $2,757-23.5% |
| Participant deferral / active EE | $2,312 | $6,651-65.2% | $8,066-71.3% | $4,299-46.2% |
| Admin fee / account holder | $8,350 | $7,951+5.0% | $12,989-35.7% | $6,924+20.6% |