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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 | $211,105-87.2% | $178,449-84.8% | $145,978-81.4% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 3.21% | 30.19%-27.0pp | 27.09%-23.9pp | 550.52%-547.3pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $165 | $6,959-97.6% | $6,277-97.4% | $6,690-97.5% |
| Admin fee / account holder | $3,594 | $12,017-70.1% | $10,362-65.3% | $13,400-73.2% |