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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 | $182,442+23.9% | $163,379+38.3% | $138,895+62.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 3.59% | 72.74%-69.1pp | 63.41%-59.8pp | 145.39%-141.8pp |
| Employer contribution / active EE | $1,810 | $4,159-56.5% | $3,752-51.8% | $4,194-56.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,292 | $10,396-87.6% | $9,818-86.8% | $12,562-89.7% |