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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 | $73,105 | $103,392-29.3% | $87,104-16.1% | $152,897-52.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 1.92% | 28.10%-26.2pp | 28.19%-26.3pp | 345.43%-343.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $497 | $4,778-89.6% | $4,048-87.7% | $5,851-91.5% |
| Admin fee / account holder | $7,093 | $12,194-41.8% | $7,491-5.3% | $11,599-38.9% |