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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 | $108,953 | $135,956-19.9% | $123,894-12.1% | $273,972-60.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 0.51% | 56.63%-56.1pp | 47.52%-47.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $200 | $6,343-96.8% | $5,984-96.7% | $5,287-96.2% |
| Admin fee / account holder | $131,863 | $9,817+1243.1% | $8,357+1477.8% | $10,133+1201.4% |