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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 | $82,294 | $174,379-52.8% | $152,093-45.9% | $138,895-40.8% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 2.36% | 74.86%-72.5pp | 66.36%-64.0pp | 145.39%-143.0pp |
| Employer contribution / active EE | $1,053 | $4,652-77.4% | $4,175-74.8% | $4,194-74.9% |
| Participant deferral / active EE | $1,521 | $6,159-75.3% | $5,451-72.1% | $6,396-76.2% |
| Admin fee / account holder | $10,376 | $16,880-38.5% | $14,497-28.4% | $12,562-17.4% |