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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 | $128,741 | $176,105-26.9% | $159,474-19.3% | $167,536-23.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 8.91% | 331.91%-323.0pp | 263.68%-254.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,259 | $5,299-76.2% | $4,831-73.9% | $4,839-74.0% |
| Participant deferral / active EE | $754 | $7,751-90.3% | $7,353-89.8% | $6,342-88.1% |
| Admin fee / account holder | $50,445 | $12,559+301.7% | $10,802+367.0% | $12,315+309.6% |