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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 | $160,040-48.6% | $147,096-44.1% | $145,877-43.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.72% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,353 | $5,289-55.5% | $4,936-52.3% | $4,663-49.5% |
| Participant deferral / active EE | $1,042 | $8,429-87.6% | $8,071-87.1% | $6,691-84.4% |
| Admin fee / account holder | $5,493 | $15,050-63.5% | $13,005-57.8% | $13,402-59.0% |