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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 | $204,188 | $223,823-8.8% | $211,142-3.3% | $154,746+32.0% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 7.00% | 50.39%-43.4pp | 46.84%-39.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,031 | $9,750-68.9% | $9,284-67.4% | $6,730-55.0% |
| Admin fee / account holder | $446 | $19,707-97.7% | $19,076-97.7% | $14,365-96.9% |