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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 | $104,722 | $111,830-6.4% | $93,696+11.8% | $145,884-28.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 6.88% | 204.08%-197.2pp | 133.74%-126.9pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,828 | $3,093-40.9% | $2,422-24.5% | $4,662-60.8% |
| Participant deferral / active EE | $1,132 | $4,920-77.0% | $4,417-74.4% | $6,690-83.1% |
| Admin fee / account holder | $1,441 | $10,249-85.9% | $8,287-82.6% | $13,392-89.2% |