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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 | $122,124 | $175,231-30.3% | $149,696-18.4% | $139,466-12.4% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 4.21% | 166.77%-162.6pp | 134.46%-130.2pp | 373.66%-369.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $288 | $6,521-95.6% | $5,682-94.9% | $6,712-95.7% |
| Admin fee / account holder | $2,270 | $16,155-85.9% | $13,212-82.8% | $11,409-80.1% |