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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 | $160,040-63.9% | $147,096-60.7% | $145,877-60.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 5.92% | 98.49%-92.6pp | 419.75%-413.8pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,166 | $5,289-77.9% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $2,381 | $8,429-71.8% | $8,071-70.5% | $6,691-64.4% |
| Admin fee / account holder | $574 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |