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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 | $179,491 | $211,224-15.0% | $178,505+0.6% | $145,897+23.0% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 5.55% | 30.28%-24.7pp | 27.16%-21.6pp | 552.29%-546.7pp |
| Employer contribution / active EE | $939 | $4,577-79.5% | $3,955-76.3% | $4,663-79.9% |
| Participant deferral / active EE | $1,173 | $6,966-83.2% | $6,280-81.3% | $6,689-82.5% |
| Admin fee / account holder | $2,736 | $12,109-77.4% | $10,428-73.8% | $13,390-79.6% |