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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 | $107,341-5.5% | $92,897+9.2% | $152,870-33.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 11.74% | 145.59%-133.9pp | 109.42%-97.7pp | 345.34%-333.6pp |
| Employer contribution / active EE | $1,018 | $4,221-75.9% | $3,653-72.1% | $4,763-78.6% |
| Participant deferral / active EE | $1,018 | $4,847-79.0% | $4,238-76.0% | $5,850-82.6% |
| Admin fee / account holder | $30,485 | $7,080+330.6% | $5,794+426.1% | $11,597+162.9% |