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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 | $69,482 | $198,462-65.0% | $170,439-59.2% | $147,585-52.9% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 7.28% | 257.30%-250.0pp | 205.94%-198.7pp | 578.58%-571.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,236 | $5,629-78.1% | $4,939-75.0% | $5,439-77.3% |
| Admin fee / account holder | $13,193 | $16,852-21.7% | $13,881-5.0% | $10,886+21.2% |