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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 | $160,659 | $156,398+2.7% | $147,318+9.1% | $138,895+15.7% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 79.9%-49.9pp |
| Annual return | 4.51% | 78.75%-74.2pp | 70.43%-65.9pp | 145.39%-140.9pp |
| Employer contribution / active EE | $1,244 | $4,853-74.4% | $4,593-72.9% | $4,194-70.3% |
| Participant deferral / active EE | $2,462 | $8,237-70.1% | $7,906-68.9% | $6,396-61.5% |
| Admin fee / account holder | $7,673 | $14,976-48.8% | $13,708-44.0% | $12,562-38.9% |