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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 | $110,597 | $160,028-30.9% | $147,080-24.8% | $145,884-24.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.09% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,179 | $5,286-77.7% | $4,933-76.1% | $4,662-74.7% |
| Participant deferral / active EE | $1,472 | $8,422-82.5% | $8,066-81.8% | $6,690-78.0% |
| Admin fee / account holder | $24,781 | $15,030+64.9% | $12,989+90.8% | $13,392+85.0% |