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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 | $159,978-19.4% | $147,041-12.3% | $145,978-11.6% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 7.86% | 98.36%-90.5pp | 419.21%-411.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,676 | $5,288-68.3% | $4,935-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $2,391 | $8,429-71.6% | $8,071-70.4% | $6,690-64.3% |
| Admin fee / account holder | $147,001 | $15,053+876.5% | $13,006+1030.2% | $13,400+997.0% |