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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 | $181,062-59.0% | $158,223-53.1% | $155,188-52.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 4.66% | 57.39%-52.7pp | 52.09%-47.4pp | 148.84%-144.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $340 | $6,134-94.5% | $5,467-93.8% | $6,531-94.8% |
| Admin fee / account holder | $5,626 | $18,825-70.1% | $16,047-64.9% | $14,480-61.1% |