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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 | $49,389 | $160,040-69.1% | $147,096-66.4% | $145,877-66.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.53% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,829 | $5,289-65.4% | $4,936-63.0% | $4,663-60.8% |
| Participant deferral / active EE | $2,062 | $8,429-75.5% | $8,071-74.4% | $6,691-69.2% |
| Admin fee / account holder | $3,066 | $15,050-79.6% | $13,005-76.4% | $13,402-77.1% |