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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 | $75,486 | $107,733-29.9% | $92,985-18.8% | $154,746-51.2% |
| Participation rate | 38.5% | 74.6%-36.1pp | 69.5%-31.0pp | 80.7%-42.2pp |
| Annual return | 7.04% | 30.39%-23.4pp | 27.99%-20.9pp | 172.34%-165.3pp |
| Employer contribution / active EE | $678 | $3,126-78.3% | $2,662-74.5% | $4,379-84.5% |
| Participant deferral / active EE | $869 | $5,053-82.8% | $4,377-80.1% | $6,730-87.1% |
| Admin fee / account holder | $14,674 | $11,369+29.1% | $9,463+55.1% | $14,365+2.1% |