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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 | $166,020+10.3% | $164,866+11.1% | $145,959+25.4% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 7.63% | 100.08%-92.4pp | 69.97%-62.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,562 | $5,275-70.4% | $4,343-64.0% | $4,661-66.5% |
| Participant deferral / active EE | $803 | $6,961-88.5% | $6,033-86.7% | $6,689-88.0% |
| Admin fee / account holder | $17,315 | $16,644+4.0% | $12,689+36.5% | $13,398+29.2% |