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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 | $152,147 | $197,637-23.0% | $177,848-14.5% | $158,982-4.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 5.64% | 58.77%-53.1pp | 48.33%-42.7pp | 302.99%-297.3pp |
| Employer contribution / active EE | $2,745 | $6,698-59.0% | $5,919-53.6% | $4,763-42.4% |
| Participant deferral / active EE | $2,745 | $8,405-67.3% | $7,714-64.4% | $5,983-54.1% |
| Admin fee / account holder | $6,072 | $15,406-60.6% | $12,431-51.2% | $11,252-46.0% |