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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 | $79,958 | $98,766-19.0% | $149,730-46.6% | $79,852+0.1% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.5%-51.9pp | 69.6%-39.1pp |
| Annual return | 8.32% | 27.43%-19.1pp | 276.70%-268.4pp | 31.72%-23.4pp |
| Employer contribution / active EE | $949 | $3,217-70.5% | $4,645-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,666 | $5,681-70.7% | $6,843-75.7% | $3,740-55.5% |
| Admin fee / account holder | $12,273 | $6,052+102.8% | $9,310+31.8% | $5,306+131.3% |