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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 | $157,363 | $156,398+0.6% | $147,318+6.8% | $138,895+13.3% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 79.9%-49.9pp |
| Annual return | 10.00% | 78.75%-68.8pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $948 | $4,853-80.5% | $4,593-79.4% | $4,194-77.4% |
| Participant deferral / active EE | $1,705 | $8,237-79.3% | $7,906-78.4% | $6,396-73.3% |
| Admin fee / account holder | $14,864 | $14,976-0.7% | $13,708+8.4% | $12,562+18.3% |