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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 | $100,157 | $114,013-12.2% | $103,693-3.4% | $155,188-35.5% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.6pp | 80.8%-33.7pp |
| Annual return | 3.69% | 49.31%-45.6pp | 47.61%-43.9pp | 148.84%-145.1pp |
| Employer contribution / active EE | $297 | $3,131-90.5% | $2,920-89.8% | $4,248-93.0% |
| Participant deferral / active EE | $1,011 | $4,970-79.7% | $4,579-77.9% | $6,531-84.5% |
| Admin fee / account holder | $405 | $8,407-95.2% | $7,858-94.9% | $14,480-97.2% |