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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 | $104,124 | $112,131-7.1% | $95,964+8.5% | $158,982-34.5% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 5.45% | 171.19%-165.7pp | 91.64%-86.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,357 | $4,784-71.6% | $4,167-67.4% | $5,983-77.3% |
| Admin fee / account holder | $1,571 | $10,136-84.5% | $6,797-76.9% | $11,252-86.0% |