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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 | $172,111-33.4% | $150,298-23.7% | $137,256-16.5% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 5.97% | 69.37%-63.4pp | 62.79%-56.8pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,919 | $4,636-15.5% | $4,154-5.6% | $4,156-5.7% |
| Participant deferral / active EE | $513 | $6,166-91.7% | $5,453-90.6% | $6,407-92.0% |
| Admin fee / account holder | $51,431 | $16,471+212.3% | $14,116+264.4% | $12,270+319.2% |