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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 | $123,944 | $154,228-19.6% | $145,433-14.8% | $137,256-9.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 3.87% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,007 | $4,804-79.0% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $474 | $8,216-94.2% | $7,897-94.0% | $6,407-92.6% |
| Admin fee / account holder | $514 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |