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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 | $154,228-56.1% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.1pp | 80.0%-60.9pp |
| Annual return | 9.50% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,275 | $8,216-84.5% | $7,897-83.9% | $6,407-80.1% |
| Admin fee / account holder | $34,609 | $14,344+141.3% | $13,129+163.6% | $12,270+182.1% |