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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 | $71,982 | $100,970-28.7% | $96,576-25.5% | $137,256-47.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 11.21% | 38.16%-27.0pp | 38.47%-27.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $482 | $8,286-94.2% | $7,956-93.9% | $6,407-92.5% |
| Admin fee / account holder | $27,766 | $11,312+145.5% | $11,381+144.0% | $12,270+126.3% |