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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 | $93,049 | $156,398-40.5% | $147,318-36.8% | $138,895-33.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 9.52% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $3,059 | $4,853-37.0% | $4,593-33.4% | $4,194-27.1% |
| Participant deferral / active EE | $2,090 | $8,237-74.6% | $7,906-73.6% | $6,396-67.3% |
| Admin fee / account holder | $15,017 | $14,976+0.3% | $13,708+9.6% | $12,562+19.5% |