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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 | $74,436 | $154,228-51.7% | $145,433-48.8% | $137,256-45.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.86% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,154 | $4,804-55.2% | $4,554-52.7% | $4,156-48.2% |
| Participant deferral / active EE | $2,154 | $8,216-73.8% | $7,897-72.7% | $6,407-66.4% |
| Admin fee / account holder | $848 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |