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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 | $155,506 | $181,896-14.5% | $156,551-0.7% | $273,972-43.2% |
| Participation rate | 12.5% | 88.4%-75.9pp | 84.0%-71.5pp | 83.0%-70.5pp |
| Annual return | -11.51% | 30.74%-42.2pp | 32.23%-43.7pp | 41.46%-53.0pp |
| Employer contribution / active EE | $1,406 | $6,248-77.5% | $5,501-74.4% | $4,869-71.1% |
| Participant deferral / active EE | $1,406 | $5,550-74.7% | $4,871-71.1% | $5,287-73.4% |
| Admin fee / account holder | $17,547 | $15,560+12.8% | $13,028+34.7% | $10,133+73.2% |