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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 | $88,027 | $112,729-21.9% | $98,716-10.8% | $137,256-35.9% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.3%-41.5pp | 80.0%-52.2pp |
| Annual return | 6.61% | 38.48%-31.9pp | 31.81%-25.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $555 | $2,725-79.6% | $2,279-75.7% | $4,156-86.7% |
| Participant deferral / active EE | $672 | $4,640-85.5% | $4,048-83.4% | $6,407-89.5% |
| Admin fee / account holder | $35,957 | $10,129+255.0% | $8,703+313.2% | $12,270+193.0% |