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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 | $128,746 | $165,361-22.1% | $149,715-14.0% | $158,950-19.0% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 2.83% | 348.24%-345.4pp | 276.66%-273.8pp | 302.91%-300.1pp |
| Employer contribution / active EE | $969 | $5,103-81.0% | $4,645-79.1% | $4,762-79.7% |
| Participant deferral / active EE | $1,271 | $7,182-82.3% | $6,842-81.4% | $5,983-78.8% |
| Admin fee / account holder | $1,316 | $10,808-87.8% | $9,310-85.9% | $11,248-88.3% |