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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 | $159,097 | $155,555+2.3% | $146,866+8.3% | $155,188+2.5% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.5%-21.0pp | 80.8%-19.3pp |
| Annual return | 7.16% | 115.41%-108.3pp | 102.85%-95.7pp | 148.84%-141.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,218 | $8,044-84.9% | $7,759-84.3% | $6,531-81.3% |
| Admin fee / account holder | $151,882 | $14,755+929.3% | $13,620+1015.1% | $14,480+948.9% |