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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 | $111,396 | $174,379-36.1% | $152,093-26.8% | $138,895-19.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 10.08% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $702 | $6,159-88.6% | $5,451-87.1% | $6,396-89.0% |
| Admin fee / account holder | $625 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |