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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 | $29,289 | $160,028-81.7% | $147,080-80.1% | $145,884-79.9% |
| Participation rate | 26.7% | 84.0%-57.4pp | 82.2%-55.5pp | 80.3%-53.6pp |
| Annual return | 6.46% | 98.60%-92.1pp | 420.17%-413.7pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,247 | $5,286-76.4% | $4,933-74.7% | $4,662-73.2% |
| Participant deferral / active EE | $1,999 | $8,422-76.3% | $8,066-75.2% | $6,690-70.1% |
| Admin fee / account holder | $6,682 | $15,030-55.5% | $12,989-48.6% | $13,392-50.1% |