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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 | $79,353 | $159,978-50.4% | $147,041-46.0% | $145,978-45.6% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 7.88% | 98.36%-90.5pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,233 | $5,288-76.7% | $4,935-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $833 | $8,429-90.1% | $8,071-89.7% | $6,690-87.5% |
| Admin fee / account holder | $1,048 | $15,053-93.0% | $13,006-91.9% | $13,400-92.2% |