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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 | $110,952 | $78,670+41.0% | $109,173+1.6% | $85,847+29.2% |
| Participation rate | 37.0% | 68.3%-31.3pp | 75.9%-38.9pp | 69.3%-32.4pp |
| Annual return | 9.59% | 25.09%-15.5pp | 25.75%-16.2pp | 318.61%-309.0pp |
| Employer contribution / active EE | $2,572 | $2,734-5.9% | $3,723-30.9% | $2,565+0.3% |
| Participant deferral / active EE | $125 | $3,467-96.4% | $4,654-97.3% | $3,952-96.8% |
| Admin fee / account holder | $3,937 | $5,469-28.0% | $6,755-41.7% | $6,261-37.1% |