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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 | $120,497 | $201,370-40.2% | $184,256-34.6% | $145,897-17.4% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 5.00% | 29.05%-24.0pp | 28.85%-23.8pp | 552.29%-547.3pp |
| Employer contribution / active EE | $5,585 | $7,024-20.5% | $6,427-13.1% | $4,663+19.8% |
| Participant deferral / active EE | $2,049 | $9,808-79.1% | $9,133-77.6% | $6,689-69.4% |
| Admin fee / account holder | $144,932 | $16,364+785.7% | $13,899+942.7% | $13,390+982.4% |