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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 | $183,093 | $166,242+10.1% | $165,071+10.9% | $145,884+25.5% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 7.63% | 100.44%-92.8pp | 70.17%-62.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,562 | $5,283-70.4% | $4,347-64.1% | $4,662-66.5% |
| Participant deferral / active EE | $803 | $6,964-88.5% | $6,035-86.7% | $6,690-88.0% |
| Admin fee / account holder | $17,315 | $16,658+3.9% | $12,695+36.4% | $13,392+29.3% |