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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 | $82,221 | $198,462-58.6% | $170,439-51.8% | $147,585-44.3% |
| Participation rate | 56.3% | 88.0%-31.7pp | 83.6%-27.3pp | 82.8%-26.6pp |
| Annual return | 8.64% | 257.30%-248.7pp | 205.94%-197.3pp | 578.58%-569.9pp |
| Employer contribution / active EE | $4,417 | $6,184-28.6% | $5,433-18.7% | $4,876-9.4% |
| Participant deferral / active EE | $1,913 | $5,629-66.0% | $4,939-61.3% | $5,439-64.8% |
| Admin fee / account holder | $7,338 | $16,852-56.5% | $13,881-47.1% | $10,886-32.6% |