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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 | $69,568 | $183,539-62.1% | $155,556-55.3% | $145,897-52.3% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 7.15% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $272 | $6,467-95.8% | $5,631-95.2% | $6,689-95.9% |
| Admin fee / account holder | $6,522 | $19,275-66.2% | $15,885-58.9% | $13,390-51.3% |