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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 | $60,457 | $162,812-62.9% | $133,971-54.9% | $158,966-62.0% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 5.14% | 41.94%-36.8pp | 45.09%-40.0pp | 302.95%-297.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $755 | $5,910-87.2% | $5,047-85.0% | $5,983-87.4% |
| Admin fee / account holder | $642 | $11,741-94.5% | $8,929-92.8% | $11,250-94.3% |