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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 | $121,943 | $160,070-23.8% | $147,117-17.1% | $145,897-16.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 9.30% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,216 | $5,285-77.0% | $4,932-75.3% | $4,663-73.9% |
| Participant deferral / active EE | $1,490 | $8,419-82.3% | $8,065-81.5% | $6,689-77.7% |
| Admin fee / account holder | $4,938 | $15,035-67.2% | $12,993-62.0% | $13,390-63.1% |