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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 | $152,451 | $162,136-6.0% | $152,301+0.1% | $154,746-1.5% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 10.15% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,318 | $8,341-84.2% | $8,004-83.5% | $6,730-80.4% |
| Admin fee / account holder | $4,385 | $15,759-72.2% | $14,398-69.5% | $14,365-69.5% |