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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 | $119,317 | $107,079+11.4% | $151,266-21.1% | $87,485+36.4% |
| Participation rate | 33.3% | 71.1%-37.8pp | 77.0%-43.6pp | 68.9%-35.6pp |
| Annual return | 7.90% | 22.17%-14.3pp | 180.60%-172.7pp | 26.06%-18.2pp |
| Employer contribution / active EE | $6,540 | $3,174+106.1% | $4,237+54.4% | $2,596+151.9% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,630 | $8,059+131.2% | $13,159+41.6% | $7,775+139.6% |