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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 | $46,119 | $180,749-74.5% | $160,784-71.3% | $137,256-66.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 10.09% | 2234.46%-2224.4pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $855 | $4,155-79.4% | $3,733-77.1% | $4,156-79.4% |
| Participant deferral / active EE | $980 | $6,844-85.7% | $6,293-84.4% | $6,407-84.7% |
| Admin fee / account holder | $1,693 | $10,397-83.7% | $9,717-82.6% | $12,270-86.2% |