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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 | $60,959 | $209,847-71.0% | $189,520-67.8% | $167,518-63.6% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 7.82% | 748.45%-740.6pp | 555.25%-547.4pp | 478.71%-470.9pp |
| Employer contribution / active EE | $1,901 | $6,913-72.5% | $6,161-69.1% | $4,838-60.7% |
| Participant deferral / active EE | $1,901 | $8,934-78.7% | $8,220-76.9% | $6,342-70.0% |
| Admin fee / account holder | $10,556 | $14,295-26.2% | $12,046-12.4% | $12,312-14.3% |