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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 | $121,325 | $212,386-42.9% | $199,883-39.3% | $138,895-12.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 9.25% | 47.75%-38.5pp | 43.81%-34.6pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $967 | $9,617-89.9% | $9,138-89.4% | $6,396-84.9% |
| Admin fee / account holder | $16,124 | $18,233-11.6% | $17,268-6.6% | $12,562+28.4% |