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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 | $74,244 | $174,379-57.4% | $152,093-51.2% | $138,895-46.5% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 4.66% | 74.86%-70.2pp | 66.36%-61.7pp | 145.39%-140.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $340 | $6,159-94.5% | $5,451-93.8% | $6,396-94.7% |
| Admin fee / account holder | $5,626 | $16,880-66.7% | $14,497-61.2% | $12,562-55.2% |