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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 | $82,522 | $155,555-47.0% | $146,866-43.8% | $155,188-46.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 7.40% | 115.41%-108.0pp | 102.85%-95.5pp | 148.84%-141.4pp |
| Employer contribution / active EE | $8,800 | $4,647+89.4% | $4,425+98.9% | $4,248+107.2% |
| Participant deferral / active EE | $1,695 | $8,044-78.9% | $7,759-78.2% | $6,531-74.1% |
| Admin fee / account holder | $331,783 | $14,755+2148.6% | $13,620+2336.0% | $14,480+2191.4% |