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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 | $75,166 | $101,653-26.1% | $147,080-48.9% | $74,459+0.9% |
| Participation rate | 20.9% | 75.6%-54.7pp | 82.2%-61.3pp | 67.2%-46.3pp |
| Annual return | 6.75% | 8754.98%-8748.2pp | 420.17%-413.4pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $1,886 | $3,813-50.5% | $4,933-61.8% | $2,626-28.2% |
| Participant deferral / active EE | $1,886 | $7,304-74.2% | $8,066-76.6% | $4,350-56.6% |
| Admin fee / account holder | $1,312 | $1,752-25.1% | $12,989-89.9% | $1,945-32.5% |