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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 | $146,902 | $148,623-1.2% | $135,974+8.0% | $139,466+5.3% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 5.54% | 79.30%-73.8pp | 68.30%-62.8pp | 373.66%-368.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,040 | $8,103-74.8% | $7,760-73.7% | $6,712-69.6% |
| Admin fee / account holder | $50,521 | $12,406+307.2% | $10,767+369.2% | $11,409+342.8% |