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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 | $49,361 | $175,257-71.8% | $149,717-67.0% | $139,456-64.6% |
| Participation rate | 23.5% | 83.4%-59.9pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 9.77% | 166.70%-156.9pp | 134.41%-124.6pp | 373.45%-363.7pp |
| Employer contribution / active EE | $3,054 | $5,477-44.2% | $4,820-36.6% | $4,753-35.7% |
| Participant deferral / active EE | $1,228 | $6,521-81.2% | $5,682-78.4% | $6,711-81.7% |
| Admin fee / account holder | $2,060 | $16,156-87.3% | $13,213-84.4% | $11,407-81.9% |