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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 | $161,836 | $160,070+1.1% | $147,117+10.0% | $145,897+10.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.69% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,993 | $5,285-62.3% | $4,932-59.6% | $4,663-57.3% |
| Participant deferral / active EE | $2,425 | $8,419-71.2% | $8,065-69.9% | $6,689-63.8% |
| Admin fee / account holder | $1,142 | $15,035-92.4% | $12,993-91.2% | $13,390-91.5% |