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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 | $121,900 | $85,169+43.1% | $172,755-29.4% | $72,983+67.0% |
| Participation rate | 16.5% | 70.1%-53.6pp | 82.6%-66.2pp | 69.5%-53.0pp |
| Annual return | 14.37% | 27.32%-13.0pp | 802.94%-788.6pp | 81.01%-66.6pp |
| Employer contribution / active EE | $408 | $3,324-87.7% | $5,144-92.1% | $2,440-83.3% |
| Participant deferral / active EE | $894 | $3,260-72.6% | $5,198-82.8% | $3,608-75.2% |
| Admin fee / account holder | $2,527 | $5,880-57.0% | $13,955-81.9% | $5,124-50.7% |