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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 | $86,557 | $105,145-17.7% | $94,664-8.6% | $139,466-37.9% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 9.04% | 38.09%-29.1pp | 156.84%-147.8pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,532 | $7,599-79.8% | $7,417-79.3% | $6,712-77.2% |
| Admin fee / account holder | $25,381 | $8,972+182.9% | $7,222+251.5% | $11,409+122.5% |