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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 | $173,695 | $162,136+7.1% | $152,301+14.0% | $154,746+12.2% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 10.25% | 91.02%-80.8pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,240 | $4,890-74.7% | $4,624-73.2% | $4,379-71.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,858 | $15,759-62.8% | $14,398-59.3% | $14,365-59.2% |