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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 | $152,473 | $157,304-3.1% | $141,197+8.0% | $152,909-0.3% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 13.04% | 64.34%-51.3pp | 71.41%-58.4pp | 345.46%-332.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,336 | $7,111-81.2% | $6,710-80.1% | $5,851-77.2% |
| Admin fee / account holder | $1,750 | $12,126-85.6% | $10,265-82.9% | $11,601-84.9% |