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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 | $45,314 | $159,934-71.7% | $147,005-69.2% | $145,959-69.0% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 9.32% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,044 | $5,287-80.2% | $4,934-78.8% | $4,661-77.6% |
| Participant deferral / active EE | $1,234 | $8,427-85.4% | $8,070-84.7% | $6,689-81.5% |
| Admin fee / account holder | $302 | $15,053-98.0% | $13,006-97.7% | $13,398-97.7% |