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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 | $72,174 | $160,028-54.9% | $147,080-50.9% | $145,884-50.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.24% | 98.60%-89.4pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,854 | $5,286-46.0% | $4,933-42.2% | $4,662-38.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,162 | $15,030-32.4% | $12,989-21.8% | $13,392-24.1% |