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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 | $100,753 | $125,184-19.5% | $105,607-4.6% | $145,884-30.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 7.42% | 225.00%-217.6pp | 116.11%-108.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,559 | $5,714-72.7% | $5,011-68.9% | $6,690-76.7% |
| Admin fee / account holder | $9,879 | $17,133-42.3% | $10,958-9.8% | $13,392-26.2% |