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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 | $92,682 | $99,053-6.4% | $88,179+5.1% | $138,895-33.3% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.1%-27.0pp | 79.9%-37.8pp |
| Annual return | 8.20% | 78.17%-70.0pp | 64.97%-56.8pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $195 | $5,225-96.3% | $4,614-95.8% | $6,396-97.0% |
| Admin fee / account holder | $1,696 | $8,748-80.6% | $7,673-77.9% | $12,562-86.5% |