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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 | $54,882 | $176,105-68.8% | $159,474-65.6% | $167,536-67.2% |
| Participation rate | 22.2% | 85.0%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 4.33% | 331.91%-327.6pp | 263.68%-259.3pp | 478.82%-474.5pp |
| Employer contribution / active EE | $1,144 | $5,299-78.4% | $4,831-76.3% | $4,839-76.4% |
| Participant deferral / active EE | $1,144 | $7,751-85.2% | $7,353-84.4% | $6,342-82.0% |
| Admin fee / account holder | $20,903 | $12,559+66.4% | $10,802+93.5% | $12,315+69.7% |