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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 | $218,729 | $201,372+8.6% | $184,260+18.7% | $145,884+49.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.47% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,764 | $7,024-74.9% | $6,427-72.6% | $4,662-62.2% |
| Participant deferral / active EE | $2,899 | $9,808-70.4% | $9,133-68.3% | $6,690-56.7% |
| Admin fee / account holder | $1,558 | $16,362-90.5% | $13,898-88.8% | $13,392-88.4% |