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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 | $59,564 | $102,638-42.0% | $81,982-27.3% | $158,982-62.5% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 4.15% | 61.05%-56.9pp | 41.31%-37.2pp | 302.99%-298.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $728 | $4,649-84.3% | $3,722-80.4% | $5,983-87.8% |
| Admin fee / account holder | $6,592 | $8,237-20.0% | $5,665+16.4% | $11,252-41.4% |