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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 | $91,265 | $157,304-42.0% | $141,197-35.4% | $152,909-40.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 14.56% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,103 | $5,263-79.0% | $4,736-76.7% | $4,764-76.8% |
| Participant deferral / active EE | $1,227 | $7,111-82.7% | $6,710-81.7% | $5,851-79.0% |
| Admin fee / account holder | $3,998 | $12,126-67.0% | $10,265-61.1% | $11,601-65.5% |