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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 | $201,264-38.4% | $184,185-32.7% | $145,978-15.0% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 7.46% | 29.00%-21.5pp | 28.81%-21.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,488 | $7,021-78.8% | $6,426-76.8% | $4,662-68.1% |
| Participant deferral / active EE | $2,821 | $9,806-71.2% | $9,132-69.1% | $6,690-57.8% |
| Admin fee / account holder | $13,205 | $16,376-19.4% | $13,909-5.1% | $13,400-1.5% |