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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 | $155,555+1.2% | $146,866+7.1% | $155,188+1.4% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.5%-52.5pp | 80.8%-50.8pp |
| Annual return | 10.00% | 115.41%-105.4pp | 102.85%-92.9pp | 148.84%-138.8pp |
| Employer contribution / active EE | $948 | $4,647-79.6% | $4,425-78.6% | $4,248-77.7% |
| Participant deferral / active EE | $1,705 | $8,044-78.8% | $7,759-78.0% | $6,531-73.9% |
| Admin fee / account holder | $14,864 | $14,755+0.7% | $13,620+9.1% | $14,480+2.7% |