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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 | $37,781 | $211,288-82.1% | $178,540-78.8% | $145,884-74.1% |
| Participation rate | 53.8% | 80.8%-27.0pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 5.53% | 30.27%-24.7pp | 27.15%-21.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,160 | $6,967-83.3% | $6,281-81.5% | $6,690-82.7% |
| Admin fee / account holder | $3,023 | $12,105-75.0% | $10,424-71.0% | $13,392-77.4% |