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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 | $133,600 | $100,970+32.3% | $96,576+38.3% | $137,256-2.7% |
| Participation rate | 35.7% | 82.6%-46.9pp | 81.4%-45.7pp | 80.0%-44.2pp |
| Annual return | 12.63% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $400 | $3,809-89.5% | $3,553-88.7% | $4,156-90.4% |
| Participant deferral / active EE | $2,050 | $8,286-75.3% | $7,956-74.2% | $6,407-68.0% |
| Admin fee / account holder | $2,696 | $11,312-76.2% | $11,381-76.3% | $12,270-78.0% |