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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 | $101,367 | $162,136-37.5% | $152,301-33.4% | $154,746-34.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 5.73% | 91.02%-85.3pp | 80.50%-74.8pp | 172.34%-166.6pp |
| Employer contribution / active EE | $946 | $4,890-80.7% | $4,624-79.6% | $4,379-78.4% |
| Participant deferral / active EE | $2,427 | $8,341-70.9% | $8,004-69.7% | $6,730-63.9% |
| Admin fee / account holder | $163,798 | $15,759+939.4% | $14,398+1037.7% | $14,365+1040.2% |