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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 | $191,164 | $178,174+7.3% | $156,181+22.4% | $137,256+39.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 0.80% | 84.19%-83.4pp | 64.87%-64.1pp | 220.34%-219.5pp |
| Employer contribution / active EE | $1,124 | $4,972-77.4% | $4,294-73.8% | $4,156-73.0% |
| Participant deferral / active EE | $1,717 | $6,888-75.1% | $6,132-72.0% | $6,407-73.2% |
| Admin fee / account holder | $18,286 | $17,404+5.1% | $14,586+25.4% | $12,270+49.0% |