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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 | $173,048 | $165,381+4.6% | $149,730+15.6% | $158,966+8.9% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 6.46% | 348.29%-341.8pp | 276.70%-270.2pp | 302.95%-296.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,238 | $7,182-82.8% | $6,843-81.9% | $5,983-79.3% |
| Admin fee / account holder | $674 | $10,809-93.8% | $9,310-92.8% | $11,250-94.0% |