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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 | $101,778-3.5% | $164,975-40.5% | $80,925+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 | 70.12%-59.8pp | 35.65%-25.3pp |
| Employer contribution / active EE | $969 | $2,954-67.2% | $4,343-77.7% | $2,756-64.8% |
| Participant deferral / active EE | $1,924 | $4,477-57.0% | $6,033-68.1% | $4,299-55.2% |
| Admin fee / account holder | $12,918 | $8,221+57.1% | $12,688+1.8% | $6,940+86.1% |