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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 | $96,865 | $108,922-11.1% | $100,398-3.5% | $145,978-33.6% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-25.9pp | 80.3%-24.7pp |
| Annual return | 10.03% | 58.04%-48.0pp | 49.32%-39.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $902 | $8,450-89.3% | $8,084-88.8% | $6,690-86.5% |
| Admin fee / account holder | $708 | $9,680-92.7% | $7,893-91.0% | $13,400-94.7% |