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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 | $105,069 | $162,136-35.2% | $152,301-31.0% | $154,746-32.1% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 3.62% | 91.02%-87.4pp | 80.50%-76.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,006 | $4,890-79.4% | $4,624-78.2% | $4,379-77.0% |
| Participant deferral / active EE | $1,006 | $8,341-87.9% | $8,004-87.4% | $6,730-85.1% |
| Admin fee / account holder | $11,785 | $15,759-25.2% | $14,398-18.1% | $14,365-18.0% |