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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 | $26,253 | $160,028-83.6% | $147,080-82.2% | $145,884-82.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.66% | 98.60%-93.9pp | 420.17%-415.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,261 | $5,286-76.1% | $4,933-74.4% | $4,662-73.0% |
| Participant deferral / active EE | $1,627 | $8,422-80.7% | $8,066-79.8% | $6,690-75.7% |
| Admin fee / account holder | $5,717 | $15,030-62.0% | $12,989-56.0% | $13,392-57.3% |