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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 | $122,335 | $212,386-42.4% | $199,883-38.8% | $138,895-11.9% |
| Participation rate | 61.5% | 87.4%-25.8pp | 86.8%-25.2pp | 79.9%-18.4pp |
| Annual return | 5.41% | 47.75%-42.3pp | 43.81%-38.4pp | 145.39%-140.0pp |
| Employer contribution / active EE | $6,244 | $6,625-5.7% | $6,261-0.3% | $4,194+48.9% |
| Participant deferral / active EE | $592 | $9,617-93.8% | $9,138-93.5% | $6,396-90.7% |
| Admin fee / account holder | $12,847 | $18,233-29.5% | $17,268-25.6% | $12,562+2.3% |