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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 | $78,039 | $223,823-65.1% | $211,142-63.0% | $154,746-49.6% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 3.72% | 50.39%-46.7pp | 46.84%-43.1pp | 172.34%-168.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,272 | $9,750-87.0% | $9,284-86.3% | $6,730-81.1% |
| Admin fee / account holder | $83,752 | $19,707+325.0% | $19,076+339.0% | $14,365+483.0% |