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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 | $126,707 | $154,228-17.8% | $145,433-12.9% | $137,256-7.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 2.79% | 74.59%-71.8pp | 66.58%-63.8pp | 220.34%-217.6pp |
| Employer contribution / active EE | $1,128 | $4,804-76.5% | $4,554-75.2% | $4,156-72.9% |
| Participant deferral / active EE | $2,304 | $8,216-72.0% | $7,897-70.8% | $6,407-64.0% |
| Admin fee / account holder | $1,298 | $14,344-91.0% | $13,129-90.1% | $12,270-89.4% |