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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 | $80,114 | $79,189+1.2% | $102,457-21.8% | $74,400+7.7% |
| Participation rate | 48.8% | 74.8%-26.0pp | 76.5%-27.7pp | 67.2%-18.4pp |
| Annual return | 6.74% | 54.98%-48.2pp | 29.41%-22.7pp | 1367.51%-1360.8pp |
| Employer contribution / active EE | $860 | $2,362-63.6% | $3,022-71.5% | $2,624-67.2% |
| Participant deferral / active EE | $2,159 | $4,415-51.1% | $5,054-57.3% | $4,348-50.4% |
| Admin fee / account holder | $1,014 | $2,002-49.4% | $9,451-89.3% | $1,944-47.8% |