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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 | $110,397 | $162,136-31.9% | $152,301-27.5% | $154,746-28.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 6.55% | 91.02%-84.5pp | 80.50%-73.9pp | 172.34%-165.8pp |
| Employer contribution / active EE | $1,685 | $4,890-65.5% | $4,624-63.6% | $4,379-61.5% |
| Participant deferral / active EE | $2,239 | $8,341-73.2% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $1,587 | $15,759-89.9% | $14,398-89.0% | $14,365-89.0% |