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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 | $36,545 | $160,028-77.2% | $147,080-75.2% | $145,884-74.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.52% | 98.60%-92.1pp | 420.17%-413.7pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,301 | $5,286-75.4% | $4,933-73.6% | $4,662-72.1% |
| Participant deferral / active EE | $1,567 | $8,422-81.4% | $8,066-80.6% | $6,690-76.6% |
| Admin fee / account holder | $5,557 | $15,030-63.0% | $12,989-57.2% | $13,392-58.5% |