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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 | $71,056 | $160,028-55.6% | $147,080-51.7% | $145,884-51.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.58% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,226 | $5,286-76.8% | $4,933-75.1% | $4,662-73.7% |
| Participant deferral / active EE | $1,446 | $8,422-82.8% | $8,066-82.1% | $6,690-78.4% |
| Admin fee / account holder | $9,205 | $15,030-38.8% | $12,989-29.1% | $13,392-31.3% |