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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 | $115,748 | $165,361-30.0% | $149,715-22.7% | $158,950-27.2% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 5.49% | 348.24%-342.7pp | 276.66%-271.2pp | 302.91%-297.4pp |
| Employer contribution / active EE | $928 | $5,103-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $783 | $7,182-89.1% | $6,842-88.6% | $5,983-86.9% |
| Admin fee / account holder | $5,534 | $10,808-48.8% | $9,310-40.6% | $11,248-50.8% |