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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 | $81,575 | $156,398-47.8% | $147,318-44.6% | $138,895-41.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.88% | 78.75%-66.9pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,705 | $4,853-64.9% | $4,593-62.9% | $4,194-59.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $422 | $14,976-97.2% | $13,708-96.9% | $12,562-96.6% |