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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 | $97,884 | $160,040-38.8% | $147,096-33.5% | $145,877-32.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.15% | 98.49%-97.3pp | 419.75%-418.6pp | 551.28%-550.1pp |
| Employer contribution / active EE | $1,369 | $5,289-74.1% | $4,936-72.3% | $4,663-70.6% |
| Participant deferral / active EE | $1,515 | $8,429-82.0% | $8,071-81.2% | $6,691-77.4% |
| Admin fee / account holder | $21,995 | $15,050+46.1% | $13,005+69.1% | $13,402+64.1% |