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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 | $43,250 | $159,978-73.0% | $147,041-70.6% | $145,978-70.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.08% | 98.36%-90.3pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,181 | $5,288-77.7% | $4,935-76.1% | $4,662-74.7% |
| Participant deferral / active EE | $1,399 | $8,429-83.4% | $8,071-82.7% | $6,690-79.1% |
| Admin fee / account holder | $348 | $15,053-97.7% | $13,006-97.3% | $13,400-97.4% |