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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 | $130,934 | $72,426+80.8% | $67,560+93.8% | $145,897-10.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 5.10% | 7226.78%-7221.7pp | 3533.50%-3528.4pp | 552.29%-547.2pp |
| Employer contribution / active EE | $397 | $3,074-87.1% | $2,737-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $497 | $4,785-89.6% | $4,004-87.6% | $6,689-92.6% |
| Admin fee / account holder | $2,441 | $5,514-55.7% | $3,994-38.9% | $13,390-81.8% |