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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 | $45,033 | $159,934-71.8% | $147,005-69.4% | $145,959-69.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.83% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,127 | $5,287-78.7% | $4,934-77.2% | $4,661-75.8% |
| Participant deferral / active EE | $2,355 | $8,427-72.1% | $8,070-70.8% | $6,689-64.8% |
| Admin fee / account holder | $1,557 | $15,053-89.7% | $13,006-88.0% | $13,398-88.4% |