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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 | $83,691 | $148,582-43.7% | $135,942-38.4% | $139,456-40.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 11.84% | 79.26%-67.4pp | 68.28%-56.4pp | 373.45%-361.6pp |
| Employer contribution / active EE | $1,168 | $5,245-77.7% | $4,858-75.9% | $4,753-75.4% |
| Participant deferral / active EE | $1,641 | $8,101-79.7% | $7,759-78.8% | $6,711-75.5% |
| Admin fee / account holder | $134,584 | $12,402+985.2% | $10,764+1150.3% | $11,407+1079.8% |