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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 | $61,932 | $174,379-64.5% | $152,093-59.3% | $138,895-55.4% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 10.42% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $343 | $6,159-94.4% | $5,451-93.7% | $6,396-94.6% |
| Admin fee / account holder | $922 | $16,880-94.5% | $14,497-93.6% | $12,562-92.7% |