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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 | $152,984 | $210,343-27.3% | $153,432-0.3% | $145,959+4.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.26% | 13.38%-7.1pp | 15.66%-9.4pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,875 | $6,047-52.5% | $5,038-42.9% | $4,661-38.3% |
| Participant deferral / active EE | $1,625 | $7,977-79.6% | $6,757-76.0% | $6,689-75.7% |
| Admin fee / account holder | $1,524 | $19,424-92.2% | $12,725-88.0% | $13,398-88.6% |