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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 | $64,832 | $154,228-58.0% | $145,433-55.4% | $137,256-52.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 3.73% | 74.59%-70.9pp | 66.58%-62.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,271 | $8,216-84.5% | $7,897-83.9% | $6,407-80.2% |
| Admin fee / account holder | $26,372 | $14,344+83.9% | $13,129+100.9% | $12,270+114.9% |