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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 | $79,209-1.3% | $102,434-23.7% | $74,459+5.0% |
| Participation rate | 54.2% | 74.8%-20.6pp | 76.5%-22.3pp | 67.2%-13.0pp |
| Annual return | 9.08% | 54.98%-45.9pp | 29.46%-20.4pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,247 | $2,362-47.2% | $3,023-58.8% | $2,626-52.5% |
| Participant deferral / active EE | $2,066 | $4,417-53.2% | $5,055-59.1% | $4,350-52.5% |
| Admin fee / account holder | $5,861 | $2,002+192.8% | $9,462-38.1% | $1,945+201.4% |