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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 | $49,637 | $176,105-71.8% | $159,474-68.9% | $167,536-70.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.93% | 331.91%-326.0pp | 263.68%-257.7pp | 478.82%-472.9pp |
| Employer contribution / active EE | $1,325 | $5,299-75.0% | $4,831-72.6% | $4,839-72.6% |
| Participant deferral / active EE | $2,226 | $7,751-71.3% | $7,353-69.7% | $6,342-64.9% |
| Admin fee / account holder | $12,164 | $12,559-3.2% | $10,802+12.6% | $12,315-1.2% |