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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 | $78,400 | $185,856-57.8% | $170,028-53.9% | $139,456-43.8% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 8.08% | 60.52%-52.4pp | 53.39%-45.3pp | 373.45%-365.4pp |
| Employer contribution / active EE | $2,813 | $7,593-63.0% | $6,788-58.6% | $4,753-40.8% |
| Participant deferral / active EE | $2,813 | $11,623-75.8% | $10,409-73.0% | $6,711-58.1% |
| Admin fee / account holder | $19,643 | $15,387+27.7% | $12,820+53.2% | $11,407+72.2% |