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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 | $70,120 | $159,934-56.2% | $147,005-52.3% | $145,959-52.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.53% | 98.24%-90.7pp | 418.76%-411.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,819 | $5,287-65.6% | $4,934-63.1% | $4,661-61.0% |
| Participant deferral / active EE | $2,157 | $8,427-74.4% | $8,070-73.3% | $6,689-67.8% |
| Admin fee / account holder | $644 | $15,053-95.7% | $13,006-95.0% | $13,398-95.2% |