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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 | $98,683 | $184,000-46.4% | $162,185-39.2% | $152,909-35.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 9.39% | 150.80%-141.4pp | 115.61%-106.2pp | 345.46%-336.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,796 | $8,033-65.2% | $7,297-61.7% | $5,851-52.2% |
| Admin fee / account holder | $971 | $13,124-92.6% | $10,844-91.0% | $11,601-91.6% |