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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 | $76,313 | $136,860-44.2% | $120,344-36.6% | $154,746-50.7% |
| Participation rate | 41.7% | 79.9%-38.2pp | 76.7%-35.0pp | 80.7%-39.0pp |
| Annual return | 5.86% | 21.38%-15.5pp | 20.30%-14.4pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,534 | $3,533-56.6% | $3,020-49.2% | $4,379-65.0% |
| Participant deferral / active EE | $1,534 | $5,793-73.5% | $5,135-70.1% | $6,730-77.2% |
| Admin fee / account holder | $3,032 | $15,393-80.3% | $12,742-76.2% | $14,365-78.9% |