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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 | $92,621 | $160,070-42.1% | $147,117-37.0% | $145,897-36.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.55% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,667 | $5,285-68.5% | $4,932-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $2,510 | $8,419-70.2% | $8,065-68.9% | $6,689-62.5% |
| Admin fee / account holder | $989 | $15,035-93.4% | $12,993-92.4% | $13,390-92.6% |