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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 | $143,030 | $155,555-8.1% | $146,866-2.6% | $155,188-7.8% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.5%-21.0pp | 80.8%-19.3pp |
| Annual return | 7.76% | 115.41%-107.7pp | 102.85%-95.1pp | 148.84%-141.1pp |
| Employer contribution / active EE | $899 | $4,647-80.7% | $4,425-79.7% | $4,248-78.8% |
| Participant deferral / active EE | $1,064 | $8,044-86.8% | $7,759-86.3% | $6,531-83.7% |
| Admin fee / account holder | $15,176 | $14,755+2.8% | $13,620+11.4% | $14,480+4.8% |