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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 | $54,157 | $183,988-70.6% | $162,177-66.6% | $152,897-64.6% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.5%-18.2pp |
| Annual return | 11.68% | 150.79%-139.1pp | 115.60%-103.9pp | 345.43%-333.7pp |
| Employer contribution / active EE | $1,490 | $6,370-76.6% | $5,613-73.5% | $4,764-68.7% |
| Participant deferral / active EE | $2,227 | $8,032-72.3% | $7,297-69.5% | $5,851-61.9% |
| Admin fee / account holder | $8,657 | $13,123-34.0% | $10,843-20.2% | $11,599-25.4% |