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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 | $160,028-50.4% | $147,080-46.0% | $145,884-45.6% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 7.88% | 98.60%-90.7pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,233 | $5,286-76.7% | $4,933-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $833 | $8,422-90.1% | $8,066-89.7% | $6,690-87.5% |
| Admin fee / account holder | $1,048 | $15,030-93.0% | $12,989-91.9% | $13,392-92.2% |