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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 | $86,871 | $178,174-51.2% | $156,181-44.4% | $137,256-36.7% |
| Participation rate | 8.7% | 82.0%-73.3pp | 78.8%-70.1pp | 80.0%-71.3pp |
| Annual return | 6.64% | 84.19%-77.6pp | 64.87%-58.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $138 | $6,888-98.0% | $6,132-97.8% | $6,407-97.8% |
| Admin fee / account holder | $17,006 | $17,404-2.3% | $14,586+16.6% | $12,270+38.6% |