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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 | $145,083 | $201,344-27.9% | $184,243-21.3% | $145,877-0.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.13% | 29.01%-22.9pp | 28.82%-22.7pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,462 | $7,022-79.2% | $6,427-77.2% | $4,663-68.6% |
| Participant deferral / active EE | $1,754 | $9,807-82.1% | $9,132-80.8% | $6,691-73.8% |
| Admin fee / account holder | $1,054 | $16,382-93.6% | $13,914-92.4% | $13,402-92.1% |