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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 | $116,427 | $165,584-29.7% | $142,942-18.5% | $137,256-15.2% |
| Participation rate | 18.2% | 80.1%-61.9pp | 76.8%-58.7pp | 80.0%-61.8pp |
| Annual return | 3.03% | 164.22%-161.2pp | 113.70%-110.7pp | 220.34%-217.3pp |
| Employer contribution / active EE | $568 | $4,725-88.0% | $4,139-86.3% | $4,156-86.3% |
| Participant deferral / active EE | $735 | $8,194-91.0% | $7,128-89.7% | $6,407-88.5% |
| Admin fee / account holder | $770 | $16,167-95.2% | $12,475-93.8% | $12,270-93.7% |