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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 | $134,772 | $185,312-27.3% | $161,489-16.5% | $154,746-12.9% |
| Participation rate | 29.4% | 82.5%-53.1pp | 78.7%-49.3pp | 80.7%-51.3pp |
| Annual return | 4.86% | 103.84%-99.0pp | 89.72%-84.9pp | 172.34%-167.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $282 | $6,350-95.6% | $5,630-95.0% | $6,730-95.8% |
| Admin fee / account holder | $1,130 | $18,654-93.9% | $16,006-92.9% | $14,365-92.1% |