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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 | $160,040-80.5% | $147,096-78.8% | $145,877-78.6% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 8.36% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,679 | $5,289-68.3% | $4,936-66.0% | $4,663-64.0% |
| Participant deferral / active EE | $1,960 | $8,429-76.7% | $8,071-75.7% | $6,691-70.7% |
| Admin fee / account holder | $745 | $15,050-95.1% | $13,005-94.3% | $13,402-94.4% |