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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 | $111,814+1.2% | $93,654+20.8% | $145,959-22.5% |
| Participation rate | 6.3% | 74.2%-68.0pp | 68.7%-62.5pp | 80.3%-74.0pp |
| Annual return | 2.17% | 203.30%-201.1pp | 133.34%-131.2pp | 561.95%-559.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $113 | $4,914-97.7% | $4,413-97.5% | $6,689-98.3% |
| Admin fee / account holder | $8,455 | $10,246-17.5% | $8,282+2.1% | $13,398-36.9% |