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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 | $155,555+11.7% | $146,866+18.3% | $155,188+11.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 10.25% | 115.41%-105.2pp | 102.85%-92.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,240 | $4,647-73.3% | $4,425-72.0% | $4,248-70.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,858 | $14,755-60.3% | $13,620-57.0% | $14,480-59.5% |