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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 | $36,388 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 11.03% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,123 | $8,237-74.2% | $7,906-73.2% | $6,396-66.8% |
| Admin fee / account holder | $5,080 | $14,976-66.1% | $13,708-62.9% | $12,562-59.6% |