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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 | $209,336-36.3% | $197,124-32.3% | $137,256-2.8% |
| Participation rate | 64.3% | 87.3%-23.0pp | 86.7%-22.4pp | 80.0%-15.7pp |
| Annual return | 10.76% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,528 | $9,614-73.7% | $9,135-72.3% | $6,407-60.5% |
| Admin fee / account holder | $14,564 | $17,308-15.9% | $16,298-10.6% | $12,270+18.7% |