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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 | $190,113 | $167,362+13.6% | $143,799+32.2% | $134,532+41.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.90% | 0.47%-21.4pp | -0.04%-20.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,024 | $5,620-64.0% | $4,952-59.1% | $4,741-57.3% |
| Participant deferral / active EE | $1,748 | $6,447-72.9% | $5,638-69.0% | $6,401-72.7% |
| Admin fee / account holder | $1,943 | $18,094-89.3% | $14,677-86.8% | $11,429-83.0% |