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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 | $44,520 | $160,040-72.2% | $147,096-69.7% | $145,877-69.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 9.24% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,546 | $5,289-70.8% | $4,936-68.7% | $4,663-66.8% |
| Participant deferral / active EE | $2,366 | $8,429-71.9% | $8,071-70.7% | $6,691-64.6% |
| Admin fee / account holder | $2,566 | $15,050-83.0% | $13,005-80.3% | $13,402-80.9% |