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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 | $104,151 | $185,312-43.8% | $161,489-35.5% | $154,746-32.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 6.65% | 103.84%-97.2pp | 89.72%-83.1pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,668 | $4,769-65.0% | $4,268-60.9% | $4,379-61.9% |
| Participant deferral / active EE | $1,668 | $6,350-73.7% | $5,630-70.4% | $6,730-75.2% |
| Admin fee / account holder | $50,023 | $18,654+168.2% | $16,006+212.5% | $14,365+248.2% |