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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 | $87,906 | $107,666-18.4% | $102,184-14.0% | $154,746-43.2% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 6.59% | 29.33%-22.7pp | 31.58%-25.0pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,132 | $3,846-70.6% | $3,594-68.5% | $4,379-74.2% |
| Participant deferral / active EE | $1,836 | $8,719-78.9% | $8,309-77.9% | $6,730-72.7% |
| Admin fee / account holder | $143,628 | $12,943+1009.7% | $11,609+1137.2% | $14,365+899.8% |