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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 | $77,720 | $106,280-26.9% | $96,538-19.5% | $139,487-44.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 5.10% | 38.48%-33.4pp | 35.74%-30.6pp | 373.84%-368.7pp |
| Employer contribution / active EE | $10,089 | $4,107+145.7% | $3,740+169.7% | $4,755+112.2% |
| Participant deferral / active EE | $1,203 | $5,457-78.0% | $4,880-75.4% | $6,713-82.1% |
| Admin fee / account holder | $165,301 | $7,888+1995.6% | $6,737+2353.5% | $11,407+1349.1% |