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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 | $114,758 | $111,535+2.9% | $105,223+9.1% | $137,256-16.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 8.88% | 237.85%-229.0pp | 180.65%-171.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,224 | $3,939-18.2% | $3,689-12.6% | $4,156-22.4% |
| Participant deferral / active EE | $999 | $5,500-81.8% | $5,072-80.3% | $6,407-84.4% |
| Admin fee / account holder | $271,207 | $9,721+2689.8% | $8,859+2961.4% | $12,270+2110.3% |