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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 | $38,606 | $184,000-79.0% | $162,185-76.2% | $152,909-74.8% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.5%-13.7pp |
| Annual return | 9.62% | 150.80%-141.2pp | 115.61%-106.0pp | 345.46%-335.8pp |
| Employer contribution / active EE | $1,548 | $6,370-75.7% | $5,613-72.4% | $4,764-67.5% |
| Participant deferral / active EE | $2,143 | $8,033-73.3% | $7,297-70.6% | $5,851-63.4% |
| Admin fee / account holder | $624 | $13,124-95.2% | $10,844-94.2% | $11,601-94.6% |