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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 | $88,609 | $165,361-46.4% | $149,715-40.8% | $158,950-44.3% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 8.10% | 348.24%-340.1pp | 276.66%-268.6pp | 302.91%-294.8pp |
| Employer contribution / active EE | $1,872 | $5,103-63.3% | $4,645-59.7% | $4,762-60.7% |
| Participant deferral / active EE | $1,872 | $7,182-73.9% | $6,842-72.6% | $5,983-68.7% |
| Admin fee / account holder | $9,436 | $10,808-12.7% | $9,310+1.4% | $11,248-16.1% |