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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 | $44,862 | $140,592-68.1% | $123,105-63.6% | $125,389-64.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.60% | 16.80%-20.4pp | 13.22%-16.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $900 | $6,980-87.1% | $6,229-85.6% | $5,352-83.2% |
| Admin fee / account holder | $533 | $11,198-95.2% | $9,014-94.1% | $9,541-94.4% |