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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 | $27,086 | $211,224-87.2% | $178,505-84.8% | $145,897-81.4% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 3.21% | 30.28%-27.1pp | 27.16%-23.9pp | 552.29%-549.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $165 | $6,966-97.6% | $6,280-97.4% | $6,689-97.5% |
| Admin fee / account holder | $3,594 | $12,109-70.3% | $10,428-65.5% | $13,390-73.2% |