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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 | $151,290 | $183,516-17.6% | $155,534-2.7% | $145,884+3.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 4.08% | 61.43%-57.3pp | 64.92%-60.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,232 | $5,315-76.8% | $4,675-73.6% | $4,662-73.6% |
| Participant deferral / active EE | $1,689 | $6,467-73.9% | $5,630-70.0% | $6,690-74.7% |
| Admin fee / account holder | $3,361 | $19,293-82.6% | $15,900-78.9% | $13,392-74.9% |