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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 | $199,109+0.4% | $173,730+15.0% | $154,746+29.2% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 4.75% | 20.02%-15.3pp | 19.96%-15.2pp | 172.34%-167.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $506 | $7,113-92.9% | $6,326-92.0% | $6,730-92.5% |
| Admin fee / account holder | $879 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |