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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 | $111,725 | $124,330-10.1% | $109,173+2.3% | $167,536-33.3% |
| Participation rate | 43.8% | 79.5%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 6.81% | 26.04%-19.2pp | 25.75%-18.9pp | 478.82%-472.0pp |
| Employer contribution / active EE | $1,016 | $4,209-75.9% | $3,723-72.7% | $4,839-79.0% |
| Participant deferral / active EE | $1,299 | $5,256-75.3% | $4,654-72.1% | $6,342-79.5% |
| Admin fee / account holder | $5,749 | $7,974-27.9% | $6,755-14.9% | $12,315-53.3% |