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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 | $125,379 | $209,874-40.3% | $189,537-33.8% | $167,536-25.2% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 4.18% | 748.61%-744.4pp | 555.34%-551.2pp | 478.82%-474.6pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,141 | $8,934-87.2% | $8,220-86.1% | $6,342-82.0% |
| Admin fee / account holder | $926 | $14,299-93.5% | $12,048-92.3% | $12,315-92.5% |