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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 | $131,614 | $165,399-20.4% | $149,745-12.1% | $158,982-17.2% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 7.20% | 348.34%-341.1pp | 276.72%-269.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,564 | $7,183-78.2% | $6,843-77.1% | $5,983-73.9% |
| Admin fee / account holder | $36,869 | $10,811+241.0% | $9,312+295.9% | $11,252+227.7% |