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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 | $142,916 | $148,582-3.8% | $135,942+5.1% | $139,456+2.5% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 9.52% | 79.26%-69.7pp | 68.28%-58.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,878 | $8,101-76.8% | $7,759-75.8% | $6,711-72.0% |
| Admin fee / account holder | $2,353 | $12,402-81.0% | $10,764-78.1% | $11,407-79.4% |