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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 | $145,121 | $110,410+31.4% | $102,437+41.7% | $145,897-0.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 4.81% | 24.85%-20.0pp | 24.95%-20.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $4,331 | $4,217+2.7% | $3,871+11.9% | $4,663-7.1% |
| Participant deferral / active EE | $250 | $5,622-95.6% | $5,060-95.1% | $6,689-96.3% |
| Admin fee / account holder | $1,349 | $9,745-86.2% | $8,388-83.9% | $13,390-89.9% |