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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 | $82,229 | $160,070-48.6% | $147,117-44.1% | $145,897-43.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.72% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,353 | $5,285-55.5% | $4,932-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $1,042 | $8,419-87.6% | $8,065-87.1% | $6,689-84.4% |
| Admin fee / account holder | $5,493 | $15,035-63.5% | $12,993-57.7% | $13,390-59.0% |