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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 | $91,908 | $159,978-42.5% | $147,041-37.5% | $145,978-37.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 1.98% | 98.36%-96.4pp | 419.21%-417.2pp | 550.52%-548.5pp |
| Employer contribution / active EE | $1,696 | $5,288-67.9% | $4,935-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $1,976 | $8,429-76.6% | $8,071-75.5% | $6,690-70.5% |
| Admin fee / account holder | $1,481 | $15,053-90.2% | $13,006-88.6% | $13,400-88.9% |