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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 | $100,993 | $197,625-48.9% | $177,840-43.2% | $158,966-36.5% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.7%-34.4pp | 82.0%-28.6pp |
| Annual return | 5.91% | 58.76%-52.9pp | 48.32%-42.4pp | 302.95%-297.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,447 | $8,405-70.9% | $7,714-68.3% | $5,983-59.1% |
| Admin fee / account holder | $600 | $15,405-96.1% | $12,431-95.2% | $11,250-94.7% |