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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 | $62,619 | $178,174-64.9% | $156,181-59.9% | $137,256-54.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 9.31% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,537 | $4,972-69.1% | $4,294-64.2% | $4,156-63.0% |
| Participant deferral / active EE | $2,039 | $6,888-70.4% | $6,132-66.8% | $6,407-68.2% |
| Admin fee / account holder | $20,223 | $17,404+16.2% | $14,586+38.6% | $12,270+64.8% |