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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 | $133,401 | $212,386-37.2% | $199,883-33.3% | $138,895-4.0% |
| Participation rate | 64.3% | 87.4%-23.1pp | 86.8%-22.5pp | 79.9%-15.6pp |
| Annual return | 10.76% | 47.75%-37.0pp | 43.81%-33.0pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,528 | $9,617-73.7% | $9,138-72.3% | $6,396-60.5% |
| Admin fee / account holder | $14,564 | $18,233-20.1% | $17,268-15.7% | $12,562+15.9% |