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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 | $120,108 | $112,729+6.5% | $98,716+21.7% | $137,256-12.5% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.3%-31.2pp | 80.0%-41.9pp |
| Annual return | 9.52% | 38.48%-29.0pp | 31.81%-22.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $464 | $2,725-83.0% | $2,279-79.6% | $4,156-88.8% |
| Participant deferral / active EE | $531 | $4,640-88.6% | $4,048-86.9% | $6,407-91.7% |
| Admin fee / account holder | $1,473 | $10,129-85.5% | $8,703-83.1% | $12,270-88.0% |