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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 | $65,735 | $209,336-68.6% | $197,124-66.7% | $137,256-52.1% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 8.91% | 48.09%-39.2pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,079 | $9,614-78.4% | $9,135-77.2% | $6,407-67.6% |
| Admin fee / account holder | $18,403 | $17,308+6.3% | $16,298+12.9% | $12,270+50.0% |