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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 | $57,747 | $160,070-63.9% | $147,117-60.7% | $145,897-60.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 5.92% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,166 | $5,285-77.9% | $4,932-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $2,381 | $8,419-71.7% | $8,065-70.5% | $6,689-64.4% |
| Admin fee / account holder | $574 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |