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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 | $83,458 | $183,516-54.5% | $155,534-46.3% | $145,884-42.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 2.14% | 61.43%-59.3pp | 64.92%-62.8pp | 551.85%-549.7pp |
| Employer contribution / active EE | $1,170 | $5,315-78.0% | $4,675-75.0% | $4,662-74.9% |
| Participant deferral / active EE | $1,683 | $6,467-74.0% | $5,630-70.1% | $6,690-74.8% |
| Admin fee / account holder | $21,385 | $19,293+10.8% | $15,900+34.5% | $13,392+59.7% |