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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 | $33,652 | $183,988-81.7% | $162,177-79.2% | $152,897-78.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 12.46% | 150.79%-138.3pp | 115.60%-103.1pp | 345.43%-333.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,201 | $8,032-85.0% | $7,297-83.5% | $5,851-79.5% |
| Admin fee / account holder | $3,751 | $13,123-71.4% | $10,843-65.4% | $11,599-67.7% |