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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 | $75,519 | $79,181-4.6% | $102,423-26.3% | $74,429+1.5% |
| Participation rate | 38.6% | 74.8%-36.2pp | 76.5%-37.9pp | 67.2%-28.6pp |
| Annual return | 9.78% | 54.97%-45.2pp | 29.42%-19.6pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,167 | $2,362-50.6% | $3,023-61.4% | $2,625-55.5% |
| Participant deferral / active EE | $2,138 | $4,416-51.6% | $5,054-57.7% | $4,348-50.8% |
| Admin fee / account holder | $5,299 | $2,002+164.7% | $9,455-44.0% | $1,944+172.5% |