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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 | $55,675 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.00% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,439 | $4,804-70.0% | $4,554-68.4% | $4,156-65.4% |
| Participant deferral / active EE | $2,124 | $8,216-74.2% | $7,897-73.1% | $6,407-66.9% |
| Admin fee / account holder | $762 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |