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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 | $89,239 | $88,672+0.6% | $105,223-15.2% | $82,448+8.2% |
| Participation rate | 24.1% | 67.9%-43.9pp | 75.0%-51.0pp | 68.1%-44.0pp |
| Annual return | 11.98% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,215 | $3,048-60.1% | $3,689-67.1% | $2,551-52.4% |
| Participant deferral / active EE | $1,561 | $4,036-61.3% | $5,072-69.2% | $4,139-62.3% |
| Admin fee / account holder | $21,911 | $7,146+206.6% | $8,859+147.3% | $7,234+202.9% |