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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 | $103,560 | $154,228-32.9% | $145,433-28.8% | $137,256-24.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,125 | $4,804-55.8% | $4,554-53.3% | $4,156-48.9% |
| Participant deferral / active EE | $1,442 | $8,216-82.5% | $7,897-81.7% | $6,407-77.5% |
| Admin fee / account holder | $53,629 | $14,344+273.9% | $13,129+308.5% | $12,270+337.1% |