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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 | $63,625 | $106,267-40.1% | $96,520-34.1% | $139,456-54.4% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 6.97% | 38.45%-31.5pp | 35.72%-28.7pp | 373.45%-366.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $771 | $5,454-85.9% | $4,879-84.2% | $6,711-88.5% |
| Admin fee / account holder | $15,992 | $7,882+102.9% | $6,733+137.5% | $11,407+40.2% |