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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 | $119,354 | $115,911+3.0% | $100,530+18.7% | $158,950-24.9% |
| Participation rate | 53.8% | 81.6%-27.7pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 6.67% | 34.80%-28.1pp | 30.89%-24.2pp | 302.91%-296.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $217 | $6,676-96.8% | $6,271-96.5% | $5,983-96.4% |
| Admin fee / account holder | $6,971 | $10,999-36.6% | $8,083-13.8% | $11,248-38.0% |