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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 | $111,787-6.3% | $93,681+11.8% | $145,978-28.3% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 6.88% | 203.52%-196.6pp | 133.47%-126.6pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,828 | $3,093-40.9% | $2,422-24.5% | $4,662-60.8% |
| Participant deferral / active EE | $1,132 | $4,918-77.0% | $4,415-74.4% | $6,690-83.1% |
| Admin fee / account holder | $1,441 | $10,256-85.9% | $8,290-82.6% | $13,400-89.2% |