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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 | $47,172 | $160,040-70.5% | $147,096-67.9% | $145,877-67.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.43% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,731 | $5,289-67.3% | $4,936-64.9% | $4,663-62.9% |
| Participant deferral / active EE | $2,392 | $8,429-71.6% | $8,071-70.4% | $6,691-64.3% |
| Admin fee / account holder | $40,667 | $15,050+170.2% | $13,005+212.7% | $13,402+203.4% |