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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 | $67,640 | $156,398-56.8% | $147,318-54.1% | $138,895-51.3% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.0pp | 79.9%-60.9pp |
| Annual return | 9.50% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,275 | $8,237-84.5% | $7,906-83.9% | $6,396-80.1% |
| Admin fee / account holder | $34,609 | $14,976+131.1% | $13,708+152.5% | $12,562+175.5% |