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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 | $98,153 | $124,980-21.5% | $108,359-9.4% | $154,746-36.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 3.36% | 45.00%-41.6pp | 36.89%-33.5pp | 172.34%-169.0pp |
| Employer contribution / active EE | $560 | $2,851-80.4% | $2,399-76.7% | $4,379-87.2% |
| Participant deferral / active EE | $1,070 | $4,743-77.5% | $4,137-74.1% | $6,730-84.1% |
| Admin fee / account holder | $11,266 | $11,502-2.0% | $9,741+15.7% | $14,365-21.6% |