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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 | $90,631 | $160,040-43.4% | $147,096-38.4% | $145,877-37.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.24% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $2,040 | $5,289-61.4% | $4,936-58.7% | $4,663-56.3% |
| Participant deferral / active EE | $2,400 | $8,429-71.5% | $8,071-70.3% | $6,691-64.1% |
| Admin fee / account holder | $4,248 | $15,050-71.8% | $13,005-67.3% | $13,402-68.3% |