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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 | $89,821 | $102,609-12.5% | $98,090-8.4% | $138,895-35.3% |
| Participation rate | 35.0% | 82.8%-47.8pp | 81.5%-46.5pp | 79.9%-44.9pp |
| Annual return | 9.95% | 36.44%-26.5pp | 37.05%-27.1pp | 145.39%-135.4pp |
| Employer contribution / active EE | $779 | $3,867-79.9% | $3,606-78.4% | $4,194-81.4% |
| Participant deferral / active EE | $1,533 | $8,167-81.2% | $7,845-80.5% | $6,396-76.0% |
| Admin fee / account holder | $19,727 | $11,434+72.5% | $11,815+67.0% | $12,562+57.0% |