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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 | $128,493 | $89,370+43.8% | $141,197-9.0% | $72,976+76.1% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 5.47% | 111.88%-106.4pp | 71.41%-65.9pp | 81.02%-75.5pp |
| Employer contribution / active EE | $1,276 | $3,115-59.0% | $4,736-73.1% | $2,440-47.7% |
| Participant deferral / active EE | $984 | $5,419-81.8% | $6,710-85.3% | $3,608-72.7% |
| Admin fee / account holder | $78,226 | $5,957+1213.2% | $10,265+662.1% | $5,124+1426.6% |