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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 | $219,103 | $209,336+4.7% | $197,124+11.1% | $137,256+59.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 8.99% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,101 | $6,591-68.1% | $6,227-66.3% | $4,156-49.5% |
| Participant deferral / active EE | $2,444 | $9,614-74.6% | $9,135-73.2% | $6,407-61.9% |
| Admin fee / account holder | $1,985 | $17,308-88.5% | $16,298-87.8% | $12,270-83.8% |