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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 | $72,849 | $154,228-52.8% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 4.2% | 83.8%-79.6pp | 82.1%-78.0pp | 80.0%-75.8pp |
| Annual return | 11.10% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $597 | $8,216-92.7% | $7,897-92.4% | $6,407-90.7% |
| Admin fee / account holder | $39,286 | $14,344+173.9% | $13,129+199.2% | $12,270+220.2% |