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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 | $100,508 | $106,923-6.0% | $84,023+19.6% | $152,909-34.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 5.46% | 105.02%-99.6pp | 71.32%-65.9pp | 345.46%-340.0pp |
| Employer contribution / active EE | $645 | $2,735-76.4% | $1,984-67.5% | $4,764-86.5% |
| Participant deferral / active EE | $923 | $4,013-77.0% | $3,239-71.5% | $5,851-84.2% |
| Admin fee / account holder | $7,533 | $8,289-9.1% | $6,102+23.5% | $11,601-35.1% |