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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 | $105,866 | $156,398-32.3% | $147,318-28.1% | $138,895-23.8% |
| Participation rate | 6.7% | 83.8%-77.1pp | 82.1%-75.4pp | 79.9%-73.3pp |
| Annual return | 6.01% | 78.75%-72.7pp | 70.43%-64.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $510 | $8,237-93.8% | $7,906-93.5% | $6,396-92.0% |
| Admin fee / account holder | $32,774 | $14,976+118.8% | $13,708+139.1% | $12,562+160.9% |