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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 | $100,973 | $209,336-51.8% | $197,124-48.8% | $137,256-26.4% |
| Participation rate | 56.5% | 87.3%-30.8pp | 86.7%-30.2pp | 80.0%-23.4pp |
| Annual return | 5.82% | 48.09%-42.3pp | 44.34%-38.5pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,517 | $6,591-77.0% | $6,227-75.6% | $4,156-63.5% |
| Participant deferral / active EE | $2,015 | $9,614-79.0% | $9,135-77.9% | $6,407-68.5% |
| Admin fee / account holder | $85,704 | $17,308+395.2% | $16,298+425.9% | $12,270+598.5% |