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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 | $199,872 | $178,174+12.2% | $156,181+28.0% | $137,256+45.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 4.75% | 84.19%-79.4pp | 64.87%-60.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $506 | $6,888-92.7% | $6,132-91.8% | $6,407-92.1% |
| Admin fee / account holder | $879 | $17,404-94.9% | $14,586-94.0% | $12,270-92.8% |