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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 | $136,936 | $199,109-31.2% | $173,730-21.2% | $154,746-11.5% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.6%-16.4pp | 80.7%-17.5pp |
| Annual return | 6.97% | 20.02%-13.1pp | 19.96%-13.0pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,922 | $7,113-73.0% | $6,326-69.6% | $6,730-71.4% |
| Admin fee / account holder | $1,364 | $20,916-93.5% | $17,523-92.2% | $14,365-90.5% |