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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 | $33,304 | $159,934-79.2% | $147,005-77.3% | $145,959-77.2% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.2%-41.3pp | 80.3%-39.4pp |
| Annual return | 8.09% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,321 | $5,287-75.0% | $4,934-73.2% | $4,661-71.7% |
| Participant deferral / active EE | $1,910 | $8,427-77.3% | $8,070-76.3% | $6,689-71.4% |
| Admin fee / account holder | $13,182 | $15,053-12.4% | $13,006+1.4% | $13,398-1.6% |