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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 | $89,492 | $88,137+1.5% | $164,975-45.8% | $74,429+20.2% |
| Participation rate | 36.4% | 73.1%-36.7pp | 78.6%-42.2pp | 67.2%-30.8pp |
| Annual return | 8.47% | 17.13%-8.7pp | 70.12%-61.7pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $1,147 | $2,597-55.8% | $4,343-73.6% | $2,625-56.3% |
| Participant deferral / active EE | $2,228 | $4,501-50.5% | $6,033-63.1% | $4,348-48.8% |
| Admin fee / account holder | $3,269 | $2,231+46.5% | $12,688-74.2% | $1,944+68.1% |