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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 | $154,228-31.9% | $145,433-27.8% | $137,256-23.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 3.62% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,006 | $4,804-79.1% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $1,006 | $8,216-87.8% | $7,897-87.3% | $6,407-84.3% |
| Admin fee / account holder | $11,785 | $14,344-17.8% | $13,129-10.2% | $12,270-4.0% |