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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 | $186,811 | $177,156+5.4% | $147,027+27.1% | $154,746+20.7% |
| Participation rate | 26.3% | 79.4%-53.0pp | 73.7%-47.4pp | 80.7%-54.4pp |
| Annual return | 6.37% | 21.94%-15.6pp | 20.23%-13.9pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $593 | $5,797-89.8% | $4,933-88.0% | $6,730-91.2% |
| Admin fee / account holder | $53,722 | $14,904+260.5% | $12,223+339.5% | $14,365+274.0% |