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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 | $98,454 | $156,398-37.0% | $147,318-33.2% | $138,895-29.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 8.33% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,188 | $4,853-75.5% | $4,593-74.1% | $4,194-71.7% |
| Participant deferral / active EE | $1,774 | $8,237-78.5% | $7,906-77.6% | $6,396-72.3% |
| Admin fee / account holder | $155,674 | $14,976+939.5% | $13,708+1035.7% | $12,562+1139.2% |