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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 | $95,304 | $157,296-39.4% | $141,191-32.5% | $152,897-37.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 7.49% | 64.34%-56.8pp | 71.41%-63.9pp | 345.43%-337.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,819 | $7,111-74.4% | $6,710-72.9% | $5,851-68.9% |
| Admin fee / account holder | $1,465 | $12,125-87.9% | $10,264-85.7% | $11,599-87.4% |