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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 | $150,628 | $183,516-17.9% | $155,534-3.2% | $145,884+3.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.55% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,470 | $5,315-72.4% | $4,675-68.6% | $4,662-68.5% |
| Participant deferral / active EE | $1,786 | $6,467-72.4% | $5,630-68.3% | $6,690-73.3% |
| Admin fee / account holder | $11,965 | $19,293-38.0% | $15,900-24.7% | $13,392-10.7% |