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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 | $66,072 | $155,555-57.5% | $146,866-55.0% | $155,188-57.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 6.05% | 115.41%-109.4pp | 102.85%-96.8pp | 148.84%-142.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,455 | $8,044-81.9% | $7,759-81.2% | $6,531-77.7% |
| Admin fee / account holder | $1,582 | $14,755-89.3% | $13,620-88.4% | $14,480-89.1% |