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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 | $182,802 | $156,398+16.9% | $147,318+24.1% | $138,895+31.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 8.37% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,705 | $4,853-23.7% | $4,593-19.3% | $4,194-11.7% |
| Participant deferral / active EE | $2,255 | $8,237-72.6% | $7,906-71.5% | $6,396-64.7% |
| Admin fee / account holder | $4,725 | $14,976-68.5% | $13,708-65.5% | $12,562-62.4% |