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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 | $120,819 | $162,136-25.5% | $152,301-20.7% | $154,746-21.9% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 10.11% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,500 | $8,341-70.0% | $8,004-68.8% | $6,730-62.9% |
| Admin fee / account holder | $4,240 | $15,759-73.1% | $14,398-70.6% | $14,365-70.5% |