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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 | $162,136-6.6% | $152,301-0.5% | $154,746-2.1% |
| Participation rate | 29.4% | 84.1%-54.7pp | 82.4%-53.0pp | 80.7%-51.3pp |
| Annual return | 7.30% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,007 | $4,890-79.4% | $4,624-78.2% | $4,379-77.0% |
| Participant deferral / active EE | $2,173 | $8,341-73.9% | $8,004-72.8% | $6,730-67.7% |
| Admin fee / account holder | $16,338 | $15,759+3.7% | $14,398+13.5% | $14,365+13.7% |