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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 | $78,161 | $79,189-1.3% | $102,457-23.7% | $74,400+5.1% |
| Participation rate | 54.2% | 74.8%-20.6pp | 76.5%-22.3pp | 67.2%-13.0pp |
| Annual return | 9.08% | 54.98%-45.9pp | 29.41%-20.3pp | 1367.51%-1358.4pp |
| Employer contribution / active EE | $1,247 | $2,362-47.2% | $3,022-58.7% | $2,624-52.5% |
| Participant deferral / active EE | $2,066 | $4,415-53.2% | $5,054-59.1% | $4,348-52.5% |
| Admin fee / account holder | $5,861 | $2,002+192.7% | $9,451-38.0% | $1,944+201.5% |