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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 | $136,769 | $201,372-32.1% | $184,260-25.8% | $145,884-6.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.59% | 29.04%-22.4pp | 28.84%-22.2pp | 551.85%-545.3pp |
| Employer contribution / active EE | $2,240 | $7,024-68.1% | $6,427-65.2% | $4,662-52.0% |
| Participant deferral / active EE | $3,088 | $9,808-68.5% | $9,133-66.2% | $6,690-53.8% |
| Admin fee / account holder | $63,673 | $16,362+289.1% | $13,898+358.1% | $13,392+375.5% |