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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 | $155,555-22.3% | $146,866-17.7% | $155,188-22.1% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 10.11% | 115.41%-105.3pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,500 | $8,044-68.9% | $7,759-67.8% | $6,531-61.7% |
| Admin fee / account holder | $4,240 | $14,755-71.3% | $13,620-68.9% | $14,480-70.7% |