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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 | $62,664 | $162,821-61.5% | $133,978-53.2% | $158,982-60.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | -0.21% | 41.95%-42.2pp | 45.10%-45.3pp | 302.99%-303.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,186 | $5,910-79.9% | $5,047-76.5% | $5,983-80.2% |
| Admin fee / account holder | $944 | $11,742-92.0% | $8,930-89.4% | $11,252-91.6% |