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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 | $126,376 | $117,895+7.2% | $102,460+23.3% | $145,897-13.4% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 5.70% | 31.92%-26.2pp | 29.47%-23.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,065 | $5,736-81.4% | $5,056-78.9% | $6,689-84.1% |
| Admin fee / account holder | $4,433 | $13,353-66.8% | $9,460-53.1% | $13,390-66.9% |