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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 | $56,711 | $44,898+26.3% | $85,126-33.4% | $199,921-71.6% |
| Participation rate | 3.3% | 45.7%-42.5pp | 67.5%-64.3pp | 72.0%-68.7pp |
| Annual return | 11.59% | 20.98%-9.4pp | 66.63%-55.0pp | 34.28%-22.7pp |
| Employer contribution / active EE | $143 | $1,367-89.5% | $2,731-94.7% | $3,035-95.3% |
| Participant deferral / active EE | $310 | $2,670-88.4% | $4,523-93.2% | $5,089-93.9% |
| Admin fee / account holder | $2,545 | $585+334.7% | $6,160-58.7% | $269+845.5% |