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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 | $76,557 | $185,312-58.7% | $161,489-52.6% | $154,746-50.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 9.33% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,822 | $4,769-61.8% | $4,268-57.3% | $4,379-58.4% |
| Participant deferral / active EE | $1,957 | $6,350-69.2% | $5,630-65.2% | $6,730-70.9% |
| Admin fee / account holder | $558 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |