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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 | $57,969 | $176,105-67.1% | $159,474-63.6% | $167,536-65.4% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 7.87% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-471.0pp |
| Employer contribution / active EE | $10,525 | $5,299+98.6% | $4,831+117.9% | $4,839+117.5% |
| Participant deferral / active EE | $1,200 | $7,751-84.5% | $7,353-83.7% | $6,342-81.1% |
| Admin fee / account holder | $808 | $12,559-93.6% | $10,802-92.5% | $12,315-93.4% |