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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 | $134,148 | $160,028-16.2% | $147,080-8.8% | $145,884-8.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.25% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,660 | $5,286-68.6% | $4,933-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $1,510 | $8,422-82.1% | $8,066-81.3% | $6,690-77.4% |
| Admin fee / account holder | $20,340 | $15,030+35.3% | $12,989+56.6% | $13,392+51.9% |