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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 | $129,006 | $159,934-19.3% | $147,005-12.2% | $145,959-11.6% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 7.86% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,676 | $5,287-68.3% | $4,934-66.0% | $4,661-64.0% |
| Participant deferral / active EE | $2,391 | $8,427-71.6% | $8,070-70.4% | $6,689-64.2% |
| Admin fee / account holder | $147,001 | $15,053+876.5% | $13,006+1030.2% | $13,398+997.2% |