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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 | $122,759 | $209,336-41.4% | $197,124-37.7% | $137,256-10.6% |
| Participation rate | 29.4% | 87.3%-57.9pp | 86.7%-57.3pp | 80.0%-50.5pp |
| Annual return | 6.26% | 48.09%-41.8pp | 44.34%-38.1pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,466 | $9,614-84.8% | $9,135-84.0% | $6,407-77.1% |
| Admin fee / account holder | $1,112 | $17,308-93.6% | $16,298-93.2% | $12,270-90.9% |