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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 | $109,174 | $108,911+0.2% | $100,392+8.7% | $145,884-25.2% |
| Participation rate | 29.4% | 83.0%-53.6pp | 81.5%-52.1pp | 80.3%-50.9pp |
| Annual return | 9.19% | 58.23%-49.0pp | 49.45%-40.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $940 | $8,459-88.9% | $8,090-88.4% | $6,690-86.0% |
| Admin fee / account holder | $29,877 | $9,698+208.1% | $7,904+278.0% | $13,392+123.1% |