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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 | $113,648 | $162,136-29.9% | $152,301-25.4% | $154,746-26.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 3.50% | 91.02%-87.5pp | 80.50%-77.0pp | 172.34%-168.8pp |
| Employer contribution / active EE | $1,664 | $4,890-66.0% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $2,339 | $8,341-72.0% | $8,004-70.8% | $6,730-65.2% |
| Admin fee / account holder | $1,394 | $15,759-91.2% | $14,398-90.3% | $14,365-90.3% |