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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 | $169,040 | $100,970+67.4% | $96,576+75.0% | $137,256+23.2% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 7.53% | 38.16%-30.6pp | 38.47%-30.9pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,016 | $8,286-87.7% | $7,956-87.2% | $6,407-84.1% |
| Admin fee / account holder | $21,268 | $11,312+88.0% | $11,381+86.9% | $12,270+73.3% |