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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 | $123,532 | $135,956-9.1% | $123,894-0.3% | $273,972-54.9% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | -0.34% | 56.63%-57.0pp | 47.52%-47.9pp | 41.46%-41.8pp |
| Employer contribution / active EE | $3,885 | $5,170-24.8% | $4,617-15.8% | $4,869-20.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,213 | $9,817-87.6% | $8,357-85.5% | $10,133-88.0% |