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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 | $98,536 | $93,598+5.3% | $135,974-27.5% | $75,173+31.1% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | -3.96% | 30.89%-34.8pp | 68.30%-72.3pp | 160.72%-164.7pp |
| Employer contribution / active EE | $1,126 | $3,538-68.2% | $4,859-76.8% | $2,671-57.8% |
| Participant deferral / active EE | $1,724 | $6,405-73.1% | $7,760-77.8% | $4,126-58.2% |
| Admin fee / account holder | $4,762 | $6,978-31.8% | $10,767-55.8% | $5,651-15.7% |