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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 | $46,497 | $282,059-83.5% | $213,469-78.2% | $154,746-70.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 77.1%-47.1pp | 80.7%-50.7pp |
| Annual return | -0.24% | 20.90%-21.1pp | 20.58%-20.8pp | 172.34%-172.6pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $466 | $8,186-94.3% | $6,841-93.2% | $6,730-93.1% |
| Admin fee / account holder | $3,300 | $37,435-91.2% | $27,141-87.8% | $14,365-77.0% |