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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 | $196,206 | $162,136+21.0% | $152,301+28.8% | $154,746+26.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 8.72% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $948 | $4,890-80.6% | $4,624-79.5% | $4,379-78.4% |
| Participant deferral / active EE | $2,421 | $8,341-71.0% | $8,004-69.8% | $6,730-64.0% |
| Admin fee / account holder | $7,820 | $15,759-50.4% | $14,398-45.7% | $14,365-45.6% |