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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 | $77,787 | $154,228-49.6% | $145,433-46.5% | $137,256-43.3% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 12.04% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $880 | $4,804-81.7% | $4,554-80.7% | $4,156-78.8% |
| Participant deferral / active EE | $2,020 | $8,216-75.4% | $7,897-74.4% | $6,407-68.5% |
| Admin fee / account holder | $1,315 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |