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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 | $101,488 | $107,368-5.5% | $92,915+9.2% | $152,909-33.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 11.74% | 145.64%-133.9pp | 109.45%-97.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $1,018 | $4,222-75.9% | $3,653-72.1% | $4,764-78.6% |
| Participant deferral / active EE | $1,018 | $4,848-79.0% | $4,238-76.0% | $5,851-82.6% |
| Admin fee / account holder | $30,485 | $7,082+330.4% | $5,796+426.0% | $11,601+162.8% |