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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 | $156,879 | $217,432-27.8% | $185,849-15.6% | $167,536-6.4% |
| Participation rate | 27.3% | 86.1%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 6.71% | 148.42%-141.7pp | 122.10%-115.4pp | 478.82%-472.1pp |
| Employer contribution / active EE | $1,922 | $5,875-67.3% | $5,169-62.8% | $4,839-60.3% |
| Participant deferral / active EE | $45 | $6,357-99.3% | $5,569-99.2% | $6,342-99.3% |
| Admin fee / account holder | $5,584 | $19,818-71.8% | $16,244-65.6% | $12,315-54.7% |