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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 | $89,916 | $165,381-45.6% | $149,730-39.9% | $158,966-43.4% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 6.87% | 348.29%-341.4pp | 276.70%-269.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,552 | $5,104-69.6% | $4,645-66.6% | $4,762-67.4% |
| Participant deferral / active EE | $2,089 | $7,182-70.9% | $6,843-69.5% | $5,983-65.1% |
| Admin fee / account holder | $79,691 | $10,809+637.2% | $9,310+755.9% | $11,250+608.4% |