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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 | $187,410 | $178,174+5.2% | $156,181+20.0% | $137,256+36.5% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.8%-48.8pp | 80.0%-50.0pp |
| Annual return | 5.46% | 84.19%-78.7pp | 64.87%-59.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $891 | $6,888-87.1% | $6,132-85.5% | $6,407-86.1% |
| Admin fee / account holder | $25,020 | $17,404+43.8% | $14,586+71.5% | $12,270+103.9% |