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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 | $147,974 | $174,379-15.1% | $152,093-2.7% | $138,895+6.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 5.00% | 74.86%-69.9pp | 66.36%-61.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $1,074 | $4,652-76.9% | $4,175-74.3% | $4,194-74.4% |
| Participant deferral / active EE | $1,623 | $6,159-73.7% | $5,451-70.2% | $6,396-74.6% |
| Admin fee / account holder | $557 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |