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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 | $130,576 | $217,432-39.9% | $185,849-29.7% | $167,536-22.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 3.34% | 148.42%-145.1pp | 122.10%-118.8pp | 478.82%-475.5pp |
| Employer contribution / active EE | $12,777 | $5,875+117.5% | $5,169+147.2% | $4,839+164.0% |
| Participant deferral / active EE | $1,109 | $6,357-82.6% | $5,569-80.1% | $6,342-82.5% |
| Admin fee / account holder | $325 | $19,818-98.4% | $16,244-98.0% | $12,315-97.4% |