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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 | $182,893 | $102,609+78.2% | $98,090+86.5% | $138,895+31.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 11.04% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,188 | $8,167-85.5% | $7,845-84.9% | $6,396-81.4% |
| Admin fee / account holder | $1,243 | $11,434-89.1% | $11,815-89.5% | $12,562-90.1% |