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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 | $191,642 | $154,228+24.3% | $145,433+31.8% | $137,256+39.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 8.26% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,026 | $4,804-57.8% | $4,554-55.5% | $4,156-51.3% |
| Participant deferral / active EE | $2,346 | $8,216-71.4% | $7,897-70.3% | $6,407-63.4% |
| Admin fee / account holder | $185,155 | $14,344+1190.9% | $13,129+1310.3% | $12,270+1409.0% |