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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 | $84,926 | $79,169+7.3% | $100,415-15.4% | $74,478+14.0% |
| Participation rate | 44.7% | 79.4%-34.7pp | 81.5%-36.8pp | 67.2%-22.5pp |
| Annual return | 11.45% | 20.51%-9.1pp | 49.47%-38.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,144 | $3,017-62.1% | $3,943-71.0% | $2,626-56.5% |
| Participant deferral / active EE | $2,176 | $7,751-71.9% | $8,091-73.1% | $4,350-50.0% |
| Admin fee / account holder | $3,130 | $1,337+134.0% | $7,906-60.4% | $1,946+60.8% |