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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 | $141,506 | $166,131-14.8% | $164,975-14.2% | $145,877-3.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.77% | 100.37%-92.6pp | 70.12%-62.4pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $826 | $6,962-88.1% | $6,033-86.3% | $6,691-87.7% |
| Admin fee / account holder | $54,850 | $16,648+229.5% | $12,688+332.3% | $13,402+309.3% |