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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 | $136,465 | $201,370-32.2% | $184,256-25.9% | $145,897-6.5% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 5.14% | 29.05%-23.9pp | 28.85%-23.7pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,463 | $7,024-79.2% | $6,427-77.2% | $4,663-68.6% |
| Participant deferral / active EE | $1,792 | $9,808-81.7% | $9,133-80.4% | $6,689-73.2% |
| Admin fee / account holder | $50,538 | $16,364+208.8% | $13,899+263.6% | $13,390+277.4% |