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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 | $123,423 | $156,398-21.1% | $147,318-16.2% | $138,895-11.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 5.12% | 78.75%-73.6pp | 70.43%-65.3pp | 145.39%-140.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,338 | $8,237-83.8% | $7,906-83.1% | $6,396-79.1% |
| Admin fee / account holder | $283,784 | $14,976+1795.0% | $13,708+1970.3% | $12,562+2159.0% |