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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 | $124,302 | $99,875+24.5% | $146,866-15.4% | $86,983+42.9% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.5%-13.8pp | 69.5%-0.8pp |
| Annual return | 7.24% | 28.10%-20.9pp | 102.85%-95.6pp | 25.83%-18.6pp |
| Employer contribution / active EE | $627 | $3,224-80.5% | $4,425-85.8% | $2,584-75.7% |
| Participant deferral / active EE | $1,512 | $6,322-76.1% | $7,759-80.5% | $4,194-63.9% |
| Admin fee / account holder | $20,111 | $7,838+156.6% | $13,620+47.7% | $7,856+156.0% |