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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 | $124,030 | $201,372-38.4% | $184,260-32.7% | $145,884-15.0% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 7.46% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,488 | $7,024-78.8% | $6,427-76.9% | $4,662-68.1% |
| Participant deferral / active EE | $2,821 | $9,808-71.2% | $9,133-69.1% | $6,690-57.8% |
| Admin fee / account holder | $13,205 | $16,362-19.3% | $13,898-5.0% | $13,392-1.4% |