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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 | $106,468 | $117,895-9.7% | $102,460+3.9% | $145,897-27.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.84% | 31.92%-25.1pp | 29.47%-22.6pp | 552.29%-545.5pp |
| Employer contribution / active EE | $965 | $3,619-73.3% | $3,025-68.1% | $4,663-79.3% |
| Participant deferral / active EE | $1,201 | $5,736-79.1% | $5,056-76.3% | $6,689-82.0% |
| Admin fee / account holder | $39,100 | $13,353+192.8% | $9,460+313.3% | $13,390+192.0% |