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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 | $154,228-28.4% | $145,433-24.1% | $137,256-19.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.55% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,685 | $4,804-64.9% | $4,554-63.0% | $4,156-59.5% |
| Participant deferral / active EE | $2,239 | $8,216-72.7% | $7,897-71.6% | $6,407-65.1% |
| Admin fee / account holder | $1,587 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |