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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 | $94,667 | $124,330-23.9% | $109,173-13.3% | $167,536-43.5% |
| Participation rate | 61.1% | 79.5%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | -1.98% | 26.04%-28.0pp | 25.75%-27.7pp | 478.82%-480.8pp |
| Employer contribution / active EE | $4,515 | $4,209+7.3% | $3,723+21.3% | $4,839-6.7% |
| Participant deferral / active EE | $1,121 | $5,256-78.7% | $4,654-75.9% | $6,342-82.3% |
| Admin fee / account holder | $1,364 | $7,974-82.9% | $6,755-79.8% | $12,315-88.9% |