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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 | $69,595 | $176,105-60.5% | $159,474-56.4% | $167,536-58.5% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 9.32% | 331.91%-322.6pp | 263.68%-254.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,557 | $5,299-70.6% | $4,831-67.8% | $4,839-67.8% |
| Participant deferral / active EE | $1,883 | $7,751-75.7% | $7,353-74.4% | $6,342-70.3% |
| Admin fee / account holder | $7,902 | $12,559-37.1% | $10,802-26.9% | $12,315-35.8% |