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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 | $102,609+64.7% | $98,090+72.3% | $138,895+21.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 7.53% | 36.44%-28.9pp | 37.05%-29.5pp | 145.39%-137.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,016 | $8,167-87.6% | $7,845-87.1% | $6,396-84.1% |
| Admin fee / account holder | $21,268 | $11,434+86.0% | $11,815+80.0% | $12,562+69.3% |