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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 | $195,773 | $183,516+6.7% | $155,534+25.9% | $145,884+34.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.67% | 61.43%-52.8pp | 64.92%-56.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,150 | $5,315-78.4% | $4,675-75.4% | $4,662-75.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $763 | $19,293-96.0% | $15,900-95.2% | $13,392-94.3% |