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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 | $154,954 | $156,398-0.9% | $147,318+5.2% | $138,895+11.6% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 12.20% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,073 | $4,853-77.9% | $4,593-76.6% | $4,194-74.4% |
| Participant deferral / active EE | $2,341 | $8,237-71.6% | $7,906-70.4% | $6,396-63.4% |
| Admin fee / account holder | $1,919 | $14,976-87.2% | $13,708-86.0% | $12,562-84.7% |