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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 | $93,676 | $108,922-14.0% | $100,398-6.7% | $145,978-35.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 6.76% | 58.04%-51.3pp | 49.32%-42.6pp | 550.52%-543.8pp |
| Employer contribution / active EE | $460 | $4,426-89.6% | $3,946-88.4% | $4,662-90.1% |
| Participant deferral / active EE | $1,149 | $8,450-86.4% | $8,084-85.8% | $6,690-82.8% |
| Admin fee / account holder | $38,451 | $9,680+297.2% | $7,893+387.1% | $13,400+186.9% |