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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 | $130,598 | $160,070-18.4% | $147,117-11.2% | $145,897-10.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.08% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $8,608 | $5,285+62.9% | $4,932+74.5% | $4,663+84.6% |
| Participant deferral / active EE | $417 | $8,419-95.1% | $8,065-94.8% | $6,689-93.8% |
| Admin fee / account holder | $3,080 | $15,035-79.5% | $12,993-76.3% | $13,390-77.0% |