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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 | $181,046 | $192,829-6.1% | $142,516+27.0% | $139,466+29.8% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | -0.41% | 17.99%-18.4pp | 19.99%-20.4pp | 373.66%-374.1pp |
| Employer contribution / active EE | $2,009 | $5,808-65.4% | $4,849-58.6% | $4,754-57.7% |
| Participant deferral / active EE | $2,009 | $7,200-72.1% | $6,280-68.0% | $6,712-70.1% |
| Admin fee / account holder | $11,774 | $15,120-22.1% | $10,008+17.6% | $11,409+3.2% |