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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 | $130,079 | $101,653+28.0% | $147,080-11.6% | $74,459+74.7% |
| Participation rate | 55.0% | 75.6%-20.5pp | 82.2%-27.1pp | 67.2%-12.2pp |
| Annual return | 8.83% | 8754.98%-8746.1pp | 420.17%-411.3pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $1,041 | $3,813-72.7% | $4,933-78.9% | $2,626-60.4% |
| Participant deferral / active EE | $1,493 | $7,304-79.6% | $8,066-81.5% | $4,350-65.7% |
| Admin fee / account holder | $11,682 | $1,752+567.0% | $12,989-10.1% | $1,945+500.7% |