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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 | $91,898 | $183,516-49.9% | $155,534-40.9% | $145,884-37.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 5.90% | 61.43%-55.5pp | 64.92%-59.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $61 | $6,467-99.1% | $5,630-98.9% | $6,690-99.1% |
| Admin fee / account holder | $13,825 | $19,293-28.3% | $15,900-13.1% | $13,392+3.2% |