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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 | $130,093 | $107,363+21.2% | $92,909+40.0% | $152,897-14.9% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 2.72% | 145.63%-142.9pp | 109.44%-106.7pp | 345.43%-342.7pp |
| Employer contribution / active EE | $8,951 | $4,222+112.0% | $3,653+145.0% | $4,764+87.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,712 | $7,082-33.5% | $5,795-18.7% | $11,599-59.4% |