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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 | $130,331 | $160,040-18.6% | $147,096-11.4% | $145,877-10.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 5.80% | 98.49%-92.7pp | 419.75%-413.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,231 | $5,289-76.7% | $4,936-75.1% | $4,663-73.6% |
| Participant deferral / active EE | $1,743 | $8,429-79.3% | $8,071-78.4% | $6,691-73.9% |
| Admin fee / account holder | $52,084 | $15,050+246.1% | $13,005+300.5% | $13,402+288.6% |