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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 | $201,370-28.0% | $184,256-21.3% | $145,897-0.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.13% | 29.05%-22.9pp | 28.85%-22.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,462 | $7,024-79.2% | $6,427-77.2% | $4,663-68.6% |
| Participant deferral / active EE | $1,754 | $9,808-82.1% | $9,133-80.8% | $6,689-73.8% |
| Admin fee / account holder | $1,054 | $16,364-93.6% | $13,899-92.4% | $13,390-92.1% |