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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 | $93,179 | $91,198+2.2% | $178,503-47.8% | $79,856+16.7% |
| Participation rate | 51.9% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 6.21% | 24.20%-18.0pp | 151.12%-144.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,608 | $3,257-50.6% | $5,011-67.9% | $2,471-34.9% |
| Participant deferral / active EE | $343 | $3,237-89.4% | $5,202-93.4% | $3,741-90.8% |
| Admin fee / account holder | $13,229 | $6,748+96.0% | $13,987-5.4% | $5,306+149.3% |