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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 | $59,931 | $108,942-45.0% | $100,415-40.3% | $145,897-58.9% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 7.61% | 58.27%-50.7pp | 49.47%-41.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,147 | $8,461-86.4% | $8,091-85.8% | $6,689-82.8% |
| Admin fee / account holder | $11,233 | $9,702+15.8% | $7,906+42.1% | $13,390-16.1% |