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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 | $45,689 | $159,978-71.4% | $147,041-68.9% | $145,978-68.7% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 8.78% | 98.36%-89.6pp | 419.21%-410.4pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,145 | $5,288-78.3% | $4,935-76.8% | $4,662-75.4% |
| Participant deferral / active EE | $2,452 | $8,429-70.9% | $8,071-69.6% | $6,690-63.3% |
| Admin fee / account holder | $886 | $15,053-94.1% | $13,006-93.2% | $13,400-93.4% |