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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 | $110,337-4.3% | $102,383+3.2% | $145,877-27.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.62% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,004 | $4,216-76.2% | $3,870-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $1,234 | $5,621-78.0% | $5,060-75.6% | $6,691-81.6% |
| Admin fee / account holder | $13,864 | $9,750+42.2% | $8,391+65.2% | $13,402+3.4% |