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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 | $115,840 | $201,344-42.5% | $184,243-37.1% | $145,877-20.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.47% | 29.01%-20.5pp | 28.82%-20.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,522 | $7,022-78.3% | $6,427-76.3% | $4,663-67.4% |
| Participant deferral / active EE | $2,035 | $9,807-79.2% | $9,132-77.7% | $6,691-69.6% |
| Admin fee / account holder | $3,598 | $16,382-78.0% | $13,914-74.1% | $13,402-73.2% |