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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 | $108,634 | $154,228-29.6% | $145,433-25.3% | $137,256-20.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 9.01% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $939 | $4,804-80.5% | $4,554-79.4% | $4,156-77.4% |
| Participant deferral / active EE | $1,955 | $8,216-76.2% | $7,897-75.2% | $6,407-69.5% |
| Admin fee / account holder | $512 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |