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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 | $55,889 | $156,398-64.3% | $147,318-62.1% | $138,895-59.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 5.53% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $930 | $4,853-80.8% | $4,593-79.8% | $4,194-77.8% |
| Participant deferral / active EE | $930 | $8,237-88.7% | $7,906-88.2% | $6,396-85.5% |
| Admin fee / account holder | $839 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |