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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 | $96,557 | $108,911-11.3% | $100,392-3.8% | $145,884-33.8% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 9.98% | 58.23%-48.2pp | 49.45%-39.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $763 | $8,459-91.0% | $8,090-90.6% | $6,690-88.6% |
| Admin fee / account holder | $7,536 | $9,698-22.3% | $7,904-4.7% | $13,392-43.7% |