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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 | $223,823-45.2% | $211,142-41.9% | $154,746-20.7% |
| Participation rate | 29.4% | 87.9%-58.4pp | 87.3%-57.9pp | 80.7%-51.3pp |
| Annual return | 6.26% | 50.39%-44.1pp | 46.84%-40.6pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,466 | $9,750-85.0% | $9,284-84.2% | $6,730-78.2% |
| Admin fee / account holder | $1,112 | $19,707-94.4% | $19,076-94.2% | $14,365-92.3% |