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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 | $44,090 | $160,028-72.4% | $147,080-70.0% | $145,884-69.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.36% | 98.60%-94.2pp | 420.17%-415.8pp | 551.85%-547.5pp |
| Employer contribution / active EE | $1,718 | $5,286-67.5% | $4,933-65.2% | $4,662-63.2% |
| Participant deferral / active EE | $2,148 | $8,422-74.5% | $8,066-73.4% | $6,690-67.9% |
| Admin fee / account holder | $921 | $15,030-93.9% | $12,989-92.9% | $13,392-93.1% |