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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 | $76,815 | $166,268-53.8% | $165,100-53.5% | $145,897-47.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 7.76% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $840 | $6,964-87.9% | $6,035-86.1% | $6,689-87.4% |
| Admin fee / account holder | $21,556 | $16,659+29.4% | $12,696+69.8% | $13,390+61.0% |