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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 | $69,771 | $160,070-56.4% | $147,117-52.6% | $145,897-52.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 4.80% | 98.69%-93.9pp | 420.54%-415.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $7,692 | $5,285+45.6% | $4,932+56.0% | $4,663+65.0% |
| Participant deferral / active EE | $1,958 | $8,419-76.7% | $8,065-75.7% | $6,689-70.7% |
| Admin fee / account holder | $3,085 | $15,035-79.5% | $12,993-76.3% | $13,390-77.0% |