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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 | $154,640 | $183,516-15.7% | $155,534-0.6% | $145,884+6.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.14% | 61.43%-56.3pp | 64.92%-59.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $3,936 | $5,315-25.9% | $4,675-15.8% | $4,662-15.6% |
| Participant deferral / active EE | $1,826 | $6,467-71.8% | $5,630-67.6% | $6,690-72.7% |
| Admin fee / account holder | $410 | $19,293-97.9% | $15,900-97.4% | $13,392-96.9% |