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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 | $151,511 | $154,228-1.8% | $145,433+4.2% | $137,256+10.4% |
| Participation rate | 29.4% | 83.8%-54.4pp | 82.1%-52.7pp | 80.0%-50.5pp |
| Annual return | 7.30% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,007 | $4,804-79.0% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $2,173 | $8,216-73.5% | $7,897-72.5% | $6,407-66.1% |
| Admin fee / account holder | $16,338 | $14,344+13.9% | $13,129+24.4% | $12,270+33.2% |