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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 | $181,519 | $165,361+9.8% | $149,715+21.2% | $158,950+14.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 2.48% | 348.24%-345.8pp | 276.66%-274.2pp | 302.91%-300.4pp |
| Employer contribution / active EE | $3,415 | $5,103-33.1% | $4,645-26.5% | $4,762-28.3% |
| Participant deferral / active EE | $856 | $7,182-88.1% | $6,842-87.5% | $5,983-85.7% |
| Admin fee / account holder | $159,404 | $10,808+1374.9% | $9,310+1612.2% | $11,248+1317.1% |