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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 | $79,809 | $156,398-49.0% | $147,318-45.8% | $138,895-42.5% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 11.92% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,351 | $8,237-71.5% | $7,906-70.3% | $6,396-63.2% |
| Admin fee / account holder | $3,824 | $14,976-74.5% | $13,708-72.1% | $12,562-69.6% |