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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 | $90,936 | $184,000-50.6% | $162,185-43.9% | $152,909-40.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 11.08% | 150.80%-139.7pp | 115.61%-104.5pp | 345.46%-334.4pp |
| Employer contribution / active EE | $1,525 | $6,370-76.1% | $5,613-72.8% | $4,764-68.0% |
| Participant deferral / active EE | $2,707 | $8,033-66.3% | $7,297-62.9% | $5,851-53.7% |
| Admin fee / account holder | $369 | $13,124-97.2% | $10,844-96.6% | $11,601-96.8% |