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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 | $113,806 | $110,286+3.2% | $96,569+17.8% | $139,427-18.4% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | -7.09% | 26.39%-33.5pp | 25.87%-33.0pp | 373.27%-380.4pp |
| Employer contribution / active EE | $845 | $3,619-76.6% | $2,965-71.5% | $4,752-82.2% |
| Participant deferral / active EE | $1,579 | $5,546-71.5% | $4,851-67.5% | $6,711-76.5% |
| Admin fee / account holder | $5,549 | $11,592-52.1% | $8,251-32.8% | $11,404-51.3% |