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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 | $73,699 | $217,432-66.1% | $185,849-60.3% | $167,536-56.0% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 7.45% | 148.42%-141.0pp | 122.10%-114.6pp | 478.82%-471.4pp |
| Employer contribution / active EE | $10,196 | $5,875+73.6% | $5,169+97.3% | $4,839+110.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $740 | $19,818-96.3% | $16,244-95.4% | $12,315-94.0% |