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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 | $83,164 | $99,957-16.8% | $149,730-44.5% | $73,493+13.2% |
| Participation rate | 49.0% | 75.7%-26.7pp | 82.5%-33.4pp | 70.7%-21.6pp |
| Annual return | 8.75% | 53.87%-45.1pp | 276.70%-268.0pp | 28.51%-19.8pp |
| Employer contribution / active EE | $839 | $3,191-73.7% | $4,645-81.9% | $2,270-63.0% |
| Participant deferral / active EE | $2,211 | $6,073-63.6% | $6,843-67.7% | $3,740-40.9% |
| Admin fee / account holder | $1,900 | $551+245.1% | $9,310-79.6% | $513+270.4% |