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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 | $113,303 | $201,344-43.7% | $184,243-38.5% | $145,877-22.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.39% | 29.01%-19.6pp | 28.82%-19.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $6,895 | $7,022-1.8% | $6,427+7.3% | $4,663+47.9% |
| Participant deferral / active EE | $2,930 | $9,807-70.1% | $9,132-67.9% | $6,691-56.2% |
| Admin fee / account holder | $10,757 | $16,382-34.3% | $13,914-22.7% | $13,402-19.7% |