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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 | $246,202 | $156,398+57.4% | $147,318+67.1% | $138,895+77.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 10.79% | 78.75%-68.0pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,211 | $4,853-75.0% | $4,593-73.6% | $4,194-71.1% |
| Participant deferral / active EE | $2,102 | $8,237-74.5% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $1,269 | $14,976-91.5% | $13,708-90.7% | $12,562-89.9% |