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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 | $225,977 | $225,673+0.1% | $203,872+10.8% | $155,188+45.6% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 3.59% | 95.91%-92.3pp | 85.11%-81.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $1,810 | $4,099-55.8% | $3,757-51.8% | $4,248-57.4% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,292 | $12,327-89.5% | $11,730-89.0% | $14,480-91.1% |