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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 | $114,303 | $154,228-25.9% | $145,433-21.4% | $137,256-16.7% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 8.76% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,003 | $4,804-58.3% | $4,554-56.0% | $4,156-51.8% |
| Participant deferral / active EE | $315 | $8,216-96.2% | $7,897-96.0% | $6,407-95.1% |
| Admin fee / account holder | $5,113 | $14,344-64.4% | $13,129-61.1% | $12,270-58.3% |