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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 | $172,420 | $157,296+9.6% | $141,191+22.1% | $152,897+12.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 13.86% | 64.34%-50.5pp | 71.41%-57.6pp | 345.43%-331.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,723 | $7,111-75.8% | $6,710-74.3% | $5,851-70.5% |
| Admin fee / account holder | $5,063 | $12,125-58.2% | $10,264-50.7% | $11,599-56.4% |