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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 | $103,140 | $107,353-3.9% | $92,903+11.0% | $152,885-32.5% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 9.96% | 145.62%-135.7pp | 109.43%-99.5pp | 345.39%-335.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $859 | $4,848-82.3% | $4,238-79.7% | $5,851-85.3% |
| Admin fee / account holder | $603 | $7,081-91.5% | $5,795-89.6% | $11,598-94.8% |