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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 | $159,978-16.1% | $147,041-8.8% | $145,978-8.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.25% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,660 | $5,288-68.6% | $4,935-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $1,510 | $8,429-82.1% | $8,071-81.3% | $6,690-77.4% |
| Admin fee / account holder | $20,340 | $15,053+35.1% | $13,006+56.4% | $13,400+51.8% |