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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 | $125,184+10.0% | $105,607+30.3% | $145,884-5.6% |
| Participation rate | 59.1% | 77.6%-18.6pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 7.09% | 225.00%-217.9pp | 116.11%-109.0pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,389 | $5,714-75.7% | $5,011-72.3% | $6,690-79.2% |
| Admin fee / account holder | $39,226 | $17,133+128.9% | $10,958+258.0% | $13,392+192.9% |