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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 | $126,218 | $166,131-24.0% | $164,975-23.5% | $145,877-13.5% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.6%-15.5pp | 80.3%-17.1pp |
| Annual return | 7.19% | 100.37%-93.2pp | 70.12%-62.9pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,902 | $6,962-72.7% | $6,033-68.5% | $6,691-71.6% |
| Admin fee / account holder | $2,277 | $16,648-86.3% | $12,688-82.1% | $13,402-83.0% |