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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 | $63,818 | $160,040-60.1% | $147,096-56.6% | $145,877-56.3% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 8.43% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,225 | $5,289-76.8% | $4,936-75.2% | $4,663-73.7% |
| Participant deferral / active EE | $1,531 | $8,429-81.8% | $8,071-81.0% | $6,691-77.1% |
| Admin fee / account holder | $1,195 | $15,050-92.1% | $13,005-90.8% | $13,402-91.1% |