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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 | $101,390 | $159,934-36.6% | $147,005-31.0% | $145,959-30.5% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 9.63% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,186 | $5,287-77.6% | $4,934-76.0% | $4,661-74.6% |
| Participant deferral / active EE | $2,212 | $8,427-73.8% | $8,070-72.6% | $6,689-66.9% |
| Admin fee / account holder | $1,251 | $15,053-91.7% | $13,006-90.4% | $13,398-90.7% |