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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 | $81,080 | $198,457-59.1% | $170,435-52.4% | $147,586-45.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 4.30% | 257.30%-253.0pp | 205.94%-201.6pp | 578.59%-574.3pp |
| Employer contribution / active EE | $3,407 | $6,183-44.9% | $5,432-37.3% | $4,876-30.1% |
| Participant deferral / active EE | $400 | $5,629-92.9% | $4,939-91.9% | $5,439-92.6% |
| Admin fee / account holder | $21,542 | $16,852+27.8% | $13,881+55.2% | $10,886+97.9% |