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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 | $93,234 | $98,760-5.6% | $149,715-37.7% | $79,858+16.8% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 11.26% | 27.43%-16.2pp | 276.66%-265.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,206 | $3,217-62.5% | $4,645-74.0% | $2,471-51.2% |
| Participant deferral / active EE | $2,130 | $5,681-62.5% | $6,842-68.9% | $3,740-43.0% |
| Admin fee / account holder | $17,926 | $6,053+196.1% | $9,310+92.5% | $5,306+237.8% |