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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 | $159,321 | $148,582+7.2% | $135,942+17.2% | $139,456+14.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 2.09% | 79.26%-77.2pp | 68.28%-66.2pp | 373.45%-371.4pp |
| Employer contribution / active EE | $14,333 | $5,245+173.3% | $4,858+195.1% | $4,753+201.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $231,705 | $12,402+1768.3% | $10,764+2052.6% | $11,407+1931.3% |