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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 | $205,539 | $102,609+100.3% | $98,090+109.5% | $138,895+48.0% |
| Participation rate | 11.1% | 82.8%-71.7pp | 81.5%-70.4pp | 79.9%-68.8pp |
| Annual return | 8.76% | 36.44%-27.7pp | 37.05%-28.3pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,518 | $8,167-81.4% | $7,845-80.6% | $6,396-76.3% |
| Admin fee / account holder | $65,276 | $11,434+470.9% | $11,815+452.5% | $12,562+419.6% |