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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 | $160,040-23.8% | $147,096-17.1% | $145,877-16.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 9.30% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,216 | $5,289-77.0% | $4,936-75.4% | $4,663-73.9% |
| Participant deferral / active EE | $1,490 | $8,429-82.3% | $8,071-81.5% | $6,691-77.7% |
| Admin fee / account holder | $4,938 | $15,050-67.2% | $13,005-62.0% | $13,402-63.2% |