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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 | $52,382 | $175,231-70.1% | $149,696-65.0% | $139,466-62.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.43% | 166.77%-157.3pp | 134.46%-125.0pp | 373.66%-364.2pp |
| Employer contribution / active EE | $3,108 | $5,478-43.3% | $4,821-35.5% | $4,754-34.6% |
| Participant deferral / active EE | $1,411 | $6,521-78.4% | $5,682-75.2% | $6,712-79.0% |
| Admin fee / account holder | $2,378 | $16,155-85.3% | $13,212-82.0% | $11,409-79.2% |