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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 | $121,163 | $198,457-38.9% | $170,435-28.9% | $147,586-17.9% |
| Participation rate | 9.1% | 88.0%-78.9pp | 83.6%-74.5pp | 82.8%-73.7pp |
| Annual return | 5.33% | 257.30%-252.0pp | 205.94%-200.6pp | 578.59%-573.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,671 | $5,629-70.3% | $4,939-66.2% | $5,439-69.3% |
| Admin fee / account holder | $97,933 | $16,852+481.1% | $13,881+605.5% | $10,886+799.6% |