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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 | $110,272 | $176,120-37.4% | $159,487-30.9% | $167,553-34.2% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 9.29% | 331.95%-322.7pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,475 | $5,299-72.2% | $4,831-69.5% | $4,840-69.5% |
| Participant deferral / active EE | $2,128 | $7,752-72.6% | $7,354-71.1% | $6,343-66.5% |
| Admin fee / account holder | $972 | $12,561-92.3% | $10,804-91.0% | $12,316-92.1% |