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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 | $126,953 | $160,070-20.7% | $147,117-13.7% | $145,897-13.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.54% | 98.69%-93.1pp | 420.54%-415.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,290 | $5,285-75.6% | $4,932-73.8% | $4,663-72.3% |
| Participant deferral / active EE | $1,935 | $8,419-77.0% | $8,065-76.0% | $6,689-71.1% |
| Admin fee / account holder | $1,316 | $15,035-91.2% | $12,993-89.9% | $13,390-90.2% |