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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 | $196,972-42.3% | $182,262-37.6% | $198,609-42.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 3.50% | 158.27%-154.8pp | 140.60%-137.1pp | 202.70%-199.2pp |
| Employer contribution / active EE | $1,664 | $5,364-69.0% | $5,046-67.0% | $5,055-67.1% |
| Participant deferral / active EE | $2,339 | $8,643-72.9% | $8,276-71.7% | $6,977-66.5% |
| Admin fee / account holder | $1,394 | $18,429-92.4% | $16,712-91.7% | $19,030-92.7% |