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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 | $157,853 | $212,386-25.7% | $199,883-21.0% | $138,895+13.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 10.37% | 47.75%-37.4pp | 43.81%-33.4pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,663 | $6,625-59.8% | $6,261-57.5% | $4,194-36.5% |
| Participant deferral / active EE | $2,782 | $9,617-71.1% | $9,138-69.6% | $6,396-56.5% |
| Admin fee / account holder | $956 | $18,233-94.8% | $17,268-94.5% | $12,562-92.4% |