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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 | $74,071 | $223,823-66.9% | $211,142-64.9% | $154,746-52.1% |
| Participation rate | 43.8% | 87.9%-44.1pp | 87.3%-43.5pp | 80.7%-37.0pp |
| Annual return | 7.01% | 50.39%-43.4pp | 46.84%-39.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,564 | $6,787-77.0% | $6,442-75.7% | $4,379-64.3% |
| Participant deferral / active EE | $1,622 | $9,750-83.4% | $9,284-82.5% | $6,730-75.9% |
| Admin fee / account holder | $1,827 | $19,707-90.7% | $19,076-90.4% | $14,365-87.3% |