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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 | $79,964 | $156,398-48.9% | $147,318-45.7% | $138,895-42.4% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 5.80% | 78.75%-72.9pp | 70.43%-64.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $769 | $8,237-90.7% | $7,906-90.3% | $6,396-88.0% |
| Admin fee / account holder | $79,530 | $14,976+431.1% | $13,708+480.2% | $12,562+533.1% |