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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 | $113,109 | $111,785+1.2% | $93,669+20.8% | $145,877-22.5% |
| Participation rate | 6.3% | 74.2%-68.0pp | 68.7%-62.5pp | 80.3%-74.1pp |
| Annual return | 2.17% | 203.79%-201.6pp | 133.59%-131.4pp | 551.28%-549.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $113 | $4,919-97.7% | $4,416-97.5% | $6,691-98.3% |
| Admin fee / account holder | $8,455 | $10,256-17.6% | $8,291+2.0% | $13,402-36.9% |