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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 | $95,485 | $100,970-5.4% | $96,576-1.1% | $137,256-30.4% |
| Participation rate | 23.1% | 82.6%-59.5pp | 81.4%-58.4pp | 80.0%-56.9pp |
| Annual return | 9.56% | 38.16%-28.6pp | 38.47%-28.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $301 | $3,809-92.1% | $3,553-91.5% | $4,156-92.8% |
| Participant deferral / active EE | $2,060 | $8,286-75.1% | $7,956-74.1% | $6,407-67.8% |
| Admin fee / account holder | $1,059 | $11,312-90.6% | $11,381-90.7% | $12,270-91.4% |