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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 | $34,931 | $176,077-80.2% | $159,455-78.1% | $167,518-79.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 7.80% | 331.83%-324.0pp | 263.63%-255.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $2,085 | $5,298-60.6% | $4,830-56.8% | $4,838-56.9% |
| Participant deferral / active EE | $2,453 | $7,751-68.3% | $7,353-66.6% | $6,342-61.3% |
| Admin fee / account holder | $1,121 | $12,556-91.1% | $10,800-89.6% | $12,312-90.9% |