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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 | $124,581 | $114,119+9.2% | $107,187+16.2% | $138,895-10.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 11.02% | 273.21%-262.2pp | 204.55%-193.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $223 | $5,538-96.0% | $5,096-95.6% | $6,396-96.5% |
| Admin fee / account holder | $4,335 | $10,024-56.8% | $9,162-52.7% | $12,562-65.5% |