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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 | $137,649 | $125,190+10.0% | $105,624+30.3% | $145,897-5.7% |
| Participation rate | 59.1% | 77.6%-18.5pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 7.09% | 225.22%-218.1pp | 116.20%-109.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,389 | $5,716-75.7% | $5,013-72.3% | $6,689-79.2% |
| Admin fee / account holder | $39,226 | $17,138+128.9% | $10,961+257.9% | $13,390+192.9% |