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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 | $30,937 | $159,978-80.7% | $147,041-79.0% | $145,978-78.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.32% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,175 | $5,288-77.8% | $4,935-76.2% | $4,662-74.8% |
| Participant deferral / active EE | $1,565 | $8,429-81.4% | $8,071-80.6% | $6,690-76.6% |
| Admin fee / account holder | $17,347 | $15,053+15.2% | $13,006+33.4% | $13,400+29.5% |