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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 | $77,448 | $132,634-41.6% | $115,768-33.1% | $137,256-43.6% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.4%-54.4pp | 80.0%-60.0pp |
| Annual return | 8.45% | 160.70%-152.3pp | 100.46%-92.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $520 | $5,619-90.7% | $4,917-89.4% | $6,407-91.9% |
| Admin fee / account holder | $732 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |