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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 | $40,509 | $160,070-74.7% | $147,117-72.5% | $145,897-72.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 5.87% | 98.69%-92.8pp | 420.54%-414.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,401 | $5,285-73.5% | $4,932-71.6% | $4,663-70.0% |
| Participant deferral / active EE | $2,576 | $8,419-69.4% | $8,065-68.1% | $6,689-61.5% |
| Admin fee / account holder | $10,727 | $15,035-28.7% | $12,993-17.4% | $13,390-19.9% |