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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 | $155,579 | $148,629+4.7% | $135,982+14.4% | $139,487+11.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 11.22% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $2,056 | $5,247-60.8% | $4,859-57.7% | $4,755-56.8% |
| Participant deferral / active EE | $2,082 | $8,102-74.3% | $7,760-73.2% | $6,713-69.0% |
| Admin fee / account holder | $39,888 | $12,406+221.5% | $10,767+270.5% | $11,407+249.7% |