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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 | $137,152 | $201,372-31.9% | $184,260-25.6% | $145,884-6.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.36% | 29.04%-20.7pp | 28.84%-20.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,609 | $7,024-77.1% | $6,427-75.0% | $4,662-65.5% |
| Participant deferral / active EE | $2,806 | $9,808-71.4% | $9,133-69.3% | $6,690-58.1% |
| Admin fee / account holder | $4,304 | $16,362-73.7% | $13,898-69.0% | $13,392-67.9% |