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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 | $162,136-65.7% | $152,301-63.4% | $154,746-64.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 9.00% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,439 | $4,890-70.6% | $4,624-68.9% | $4,379-67.1% |
| Participant deferral / active EE | $2,124 | $8,341-74.5% | $8,004-73.5% | $6,730-68.4% |
| Admin fee / account holder | $762 | $15,759-95.2% | $14,398-94.7% | $14,365-94.7% |