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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 | $61,498 | $176,105-65.1% | $159,474-61.4% | $167,536-63.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.39% | 331.91%-322.5pp | 263.68%-254.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,069 | $5,299-79.8% | $4,831-77.9% | $4,839-77.9% |
| Participant deferral / active EE | $1,327 | $7,751-82.9% | $7,353-82.0% | $6,342-79.1% |
| Admin fee / account holder | $7,046 | $12,559-43.9% | $10,802-34.8% | $12,315-42.8% |