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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 | $114,649 | $174,379-34.3% | $152,093-24.6% | $138,895-17.5% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 5.97% | 74.86%-68.9pp | 66.36%-60.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,919 | $4,652-15.7% | $4,175-6.1% | $4,194-6.6% |
| Participant deferral / active EE | $513 | $6,159-91.7% | $5,451-90.6% | $6,396-92.0% |
| Admin fee / account holder | $51,431 | $16,880+204.7% | $14,497+254.8% | $12,562+309.4% |