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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 | $68,207 | $157,304-56.6% | $141,197-51.7% | $152,909-55.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 8.86% | 64.34%-55.5pp | 71.41%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $344 | $7,111-95.2% | $6,710-94.9% | $5,851-94.1% |
| Admin fee / account holder | $21,947 | $12,126+81.0% | $10,265+113.8% | $11,601+89.2% |