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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 | $84,322 | $211,224-60.1% | $178,505-52.8% | $145,897-42.2% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 7.14% | 30.28%-23.1pp | 27.16%-20.0pp | 552.29%-545.2pp |
| Employer contribution / active EE | $19,114 | $4,577+317.6% | $3,955+383.3% | $4,663+309.9% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $638 | $12,109-94.7% | $10,428-93.9% | $13,390-95.2% |