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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 | $189,742 | $165,381+14.7% | $149,730+26.7% | $158,966+19.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.86% | 348.29%-341.4pp | 276.70%-269.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,418 | $5,104-72.2% | $4,645-69.5% | $4,762-70.2% |
| Participant deferral / active EE | $1,722 | $7,182-76.0% | $6,843-74.8% | $5,983-71.2% |
| Admin fee / account holder | $2,170 | $10,809-79.9% | $9,310-76.7% | $11,250-80.7% |