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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 | $211,288-87.2% | $178,540-84.8% | $145,884-81.4% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 3.21% | 30.27%-27.1pp | 27.15%-23.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $165 | $6,967-97.6% | $6,281-97.4% | $6,690-97.5% |
| Admin fee / account holder | $3,594 | $12,105-70.3% | $10,424-65.5% | $13,392-73.2% |