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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 | $59,730 | $107,353-44.4% | $92,903-35.7% | $152,885-60.9% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.5%-51.7pp |
| Annual return | 8.10% | 145.62%-137.5pp | 109.43%-101.3pp | 345.39%-337.3pp |
| Employer contribution / active EE | $7,623 | $4,222+80.6% | $3,653+108.7% | $4,763+60.0% |
| Participant deferral / active EE | $556 | $4,848-88.5% | $4,238-86.9% | $5,851-90.5% |
| Admin fee / account holder | $1,546 | $7,081-78.2% | $5,795-73.3% | $11,598-86.7% |