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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 | $156,481 | $148,623+5.3% | $135,974+15.1% | $139,466+12.2% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 5.24% | 79.30%-74.1pp | 68.30%-63.1pp | 373.66%-368.4pp |
| Employer contribution / active EE | $3,158 | $5,246-39.8% | $4,859-35.0% | $4,754-33.6% |
| Participant deferral / active EE | $357 | $8,103-95.6% | $7,760-95.4% | $6,712-94.7% |
| Admin fee / account holder | $112,981 | $12,406+810.7% | $10,767+949.4% | $11,409+890.3% |