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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 | $204,188 | $227,291-10.2% | $214,702-4.9% | $155,188+31.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 7.00% | 60.08%-53.1pp | 54.55%-47.6pp | 148.84%-141.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,031 | $9,582-68.4% | $9,147-66.9% | $6,531-53.6% |
| Admin fee / account holder | $446 | $20,413-97.8% | $19,830-97.7% | $14,480-96.9% |