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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 | $135,114 | $173,526-22.1% | $136,072-0.7% | $145,884-7.4% |
| Participation rate | 23.5% | 80.4%-56.9pp | 76.4%-52.9pp | 80.3%-56.8pp |
| Annual return | 6.70% | 1167.12%-1160.4pp | 580.46%-573.8pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $811 | $8,711-90.7% | $7,028-88.5% | $6,690-87.9% |
| Admin fee / account holder | $2,181 | $9,665-77.4% | $6,718-67.5% | $13,392-83.7% |