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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 | $82,209 | $183,539-55.2% | $155,556-47.2% | $145,897-43.7% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 3.62% | 61.31%-57.7pp | 64.84%-61.2pp | 552.29%-548.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $300 | $6,467-95.4% | $5,631-94.7% | $6,689-95.5% |
| Admin fee / account holder | $7,916 | $19,275-58.9% | $15,885-50.2% | $13,390-40.9% |