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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 | $76,585 | $154,228-50.3% | $145,433-47.3% | $137,256-44.2% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 11.82% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $953 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,191 | $8,216-85.5% | $7,897-84.9% | $6,407-81.4% |
| Admin fee / account holder | $4,495 | $14,344-68.7% | $13,129-65.8% | $12,270-63.4% |