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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 | $32,375 | $166,131-80.5% | $164,975-80.4% | $145,877-77.8% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 8.22% | 100.37%-92.1pp | 70.12%-61.9pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,651 | $5,276-49.8% | $4,343-39.0% | $4,663-43.2% |
| Participant deferral / active EE | $1,617 | $6,962-76.8% | $6,033-73.2% | $6,691-75.8% |
| Admin fee / account holder | $722 | $16,648-95.7% | $12,688-94.3% | $13,402-94.6% |