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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 | $98,174 | $101,795-3.6% | $165,100-40.5% | $80,959+21.3% |
| Participation rate | 43.2% | 71.8%-28.7pp | 78.6%-35.5pp | 67.7%-24.5pp |
| Annual return | 10.32% | 16.73%-6.4pp | 70.21%-59.9pp | 35.67%-25.3pp |
| Employer contribution / active EE | $969 | $2,954-67.2% | $4,348-77.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,924 | $4,476-57.0% | $6,035-68.1% | $4,300-55.3% |
| Admin fee / account holder | $12,918 | $8,221+57.1% | $12,696+1.8% | $6,925+86.5% |