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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 | $76,390 | $148,623-48.6% | $135,974-43.8% | $139,466-45.2% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 11.84% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $4,210 | $5,246-19.8% | $4,859-13.4% | $4,754-11.4% |
| Participant deferral / active EE | $1,794 | $8,103-77.9% | $7,760-76.9% | $6,712-73.3% |
| Admin fee / account holder | $1,306 | $12,406-89.5% | $10,767-87.9% | $11,409-88.6% |