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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 | $96,444 | $217,432-55.6% | $185,851-48.1% | $167,553-42.4% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 4.04% | 148.43%-144.4pp | 122.11%-118.1pp | 478.89%-474.9pp |
| Employer contribution / active EE | $2,260 | $5,874-61.5% | $5,168-56.3% | $4,840-53.3% |
| Participant deferral / active EE | $2,260 | $6,357-64.5% | $5,569-59.4% | $6,343-64.4% |
| Admin fee / account holder | $2,291 | $19,820-88.4% | $16,245-85.9% | $12,316-81.4% |