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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 | $118,519 | $165,381-28.3% | $149,730-20.8% | $158,966-25.4% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 2.07% | 348.29%-346.2pp | 276.70%-274.6pp | 302.95%-300.9pp |
| Employer contribution / active EE | $1,322 | $5,104-74.1% | $4,645-71.5% | $4,762-72.2% |
| Participant deferral / active EE | $1,411 | $7,182-80.4% | $6,843-79.4% | $5,983-76.4% |
| Admin fee / account holder | $829 | $10,809-92.3% | $9,310-91.1% | $11,250-92.6% |