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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 | $70,077 | $185,856-62.3% | $170,028-58.8% | $139,456-49.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 8.97% | 60.52%-51.6pp | 53.39%-44.4pp | 373.45%-364.5pp |
| Employer contribution / active EE | $2,462 | $7,593-67.6% | $6,788-63.7% | $4,753-48.2% |
| Participant deferral / active EE | $2,679 | $11,623-77.0% | $10,409-74.3% | $6,711-60.1% |
| Admin fee / account holder | $3,428 | $15,387-77.7% | $12,820-73.3% | $11,407-69.9% |