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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 | $70,659 | $125,237-43.6% | $105,608-33.1% | $145,877-51.6% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.13% | 225.76%-217.6pp | 116.50%-108.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,205 | $3,720-67.6% | $3,167-62.0% | $4,663-74.2% |
| Participant deferral / active EE | $1,033 | $5,711-81.9% | $5,010-79.4% | $6,691-84.6% |
| Admin fee / account holder | $29,494 | $17,287+70.6% | $11,028+167.4% | $13,402+120.1% |