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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 | $106,739 | $162,136-34.2% | $152,301-29.9% | $154,746-31.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 11.45% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,004 | $4,890-79.5% | $4,624-78.3% | $4,379-77.1% |
| Participant deferral / active EE | $1,800 | $8,341-78.4% | $8,004-77.5% | $6,730-73.3% |
| Admin fee / account holder | $791 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |