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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 | $79,994 | $129,737-38.3% | $119,126-32.8% | $154,746-48.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 5.41% | 379.08%-373.7pp | 282.11%-276.7pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,452 | $4,375-66.8% | $4,034-64.0% | $4,379-66.8% |
| Participant deferral / active EE | $1,528 | $5,842-73.8% | $5,318-71.3% | $6,730-77.3% |
| Admin fee / account holder | $98,869 | $11,961+726.6% | $10,693+824.6% | $14,365+588.2% |