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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 | $105,625 | $110,410-4.3% | $102,437+3.1% | $145,897-27.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.62% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,004 | $4,217-76.2% | $3,871-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $1,234 | $5,622-78.0% | $5,060-75.6% | $6,689-81.6% |
| Admin fee / account holder | $13,864 | $9,745+42.3% | $8,388+65.3% | $13,390+3.5% |