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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 | $84,804 | $111,785-24.1% | $93,669-9.5% | $145,877-41.9% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 7.85% | 203.79%-195.9pp | 133.59%-125.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $569 | $3,096-81.6% | $2,424-76.5% | $4,663-87.8% |
| Participant deferral / active EE | $883 | $4,919-82.0% | $4,416-80.0% | $6,691-86.8% |
| Admin fee / account holder | $42,934 | $10,256+318.6% | $8,291+417.8% | $13,402+220.4% |