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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 | $80,741 | $159,978-49.5% | $147,041-45.1% | $145,978-44.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.88% | 98.36%-93.5pp | 419.21%-414.3pp | 550.52%-545.6pp |
| Employer contribution / active EE | $1,367 | $5,288-74.2% | $4,935-72.3% | $4,662-70.7% |
| Participant deferral / active EE | $1,367 | $8,429-83.8% | $8,071-83.1% | $6,690-79.6% |
| Admin fee / account holder | $47,294 | $15,053+214.2% | $13,006+263.6% | $13,400+252.9% |