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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 | $136,315 | $140,592-3.0% | $123,105+10.7% | $125,389+8.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -3.52% | 16.80%-20.3pp | 13.22%-16.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,478 | $6,041-75.5% | $5,151-71.3% | $4,866-69.6% |
| Participant deferral / active EE | $1,970 | $6,980-71.8% | $6,229-68.4% | $5,352-63.2% |
| Admin fee / account holder | $10,500 | $11,198-6.2% | $9,014+16.5% | $9,541+10.1% |