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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 | $92,643 | $148,623-37.7% | $135,974-31.9% | $139,466-33.6% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 9.31% | 79.30%-70.0pp | 68.30%-59.0pp | 373.66%-364.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,459 | $8,103-82.0% | $7,760-81.2% | $6,712-78.3% |
| Admin fee / account holder | $73,865 | $12,406+495.4% | $10,767+586.1% | $11,409+547.4% |