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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 | $88,768 | $197,625-55.1% | $177,840-50.1% | $158,966-44.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 4.44% | 58.76%-54.3pp | 48.32%-43.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $1,454 | $6,698-78.3% | $5,919-75.4% | $4,762-69.5% |
| Participant deferral / active EE | $1,571 | $8,405-81.3% | $7,714-79.6% | $5,983-73.7% |
| Admin fee / account holder | $26,465 | $15,405+71.8% | $12,431+112.9% | $11,250+135.2% |