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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 | $85,517 | $183,627-53.4% | $155,602-45.0% | $145,978-41.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.12% | 61.32%-54.2pp | 64.81%-57.7pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,678 | $5,316-49.6% | $4,675-42.7% | $4,662-42.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $532 | $19,327-97.2% | $15,923-96.7% | $13,400-96.0% |