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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 | $199,109-56.4% | $173,730-50.0% | $154,746-43.9% |
| Participation rate | 8.7% | 82.8%-74.1pp | 79.6%-70.9pp | 80.7%-72.0pp |
| Annual return | 6.64% | 20.02%-13.4pp | 19.96%-13.3pp | 172.34%-165.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $138 | $7,113-98.1% | $6,326-97.8% | $6,730-98.0% |
| Admin fee / account holder | $17,006 | $20,916-18.7% | $17,523-3.0% | $14,365+18.4% |