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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 | $31,227 | $160,028-80.5% | $147,080-78.8% | $145,884-78.6% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 8.36% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,679 | $5,286-68.2% | $4,933-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $1,960 | $8,422-76.7% | $8,066-75.7% | $6,690-70.7% |
| Admin fee / account holder | $745 | $15,030-95.0% | $12,989-94.3% | $13,392-94.4% |