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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 | $55,660 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.16% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,158 | $4,804-75.9% | $4,554-74.6% | $4,156-72.1% |
| Participant deferral / active EE | $1,512 | $8,216-81.6% | $7,897-80.9% | $6,407-76.4% |
| Admin fee / account holder | $115,232 | $14,344+703.4% | $13,129+777.7% | $12,270+839.1% |