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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 | $105,251 | $106,524-1.2% | $152,301-30.9% | $87,485+20.3% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 10.84% | 26.89%-16.1pp | 80.50%-69.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,386 | $3,371-58.9% | $4,624-70.0% | $2,596-46.6% |
| Participant deferral / active EE | $2,157 | $6,525-66.9% | $8,004-73.0% | $4,274-49.5% |
| Admin fee / account holder | $673 | $8,287-91.9% | $14,398-95.3% | $7,775-91.3% |