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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 | $105,497 | $129,737-18.7% | $119,126-11.4% | $154,746-31.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 9.11% | 379.08%-370.0pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,001 | $4,375-77.1% | $4,034-75.2% | $4,379-77.1% |
| Participant deferral / active EE | $1,629 | $5,842-72.1% | $5,318-69.4% | $6,730-75.8% |
| Admin fee / account holder | $108,735 | $11,961+809.1% | $10,693+916.9% | $14,365+656.9% |