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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 | $76,392 | $103,387-26.1% | $87,102-12.3% | $152,885-50.0% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 9.83% | 28.10%-18.3pp | 28.19%-18.4pp | 345.39%-335.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $298 | $4,778-93.8% | $4,048-92.6% | $5,851-94.9% |
| Admin fee / account holder | $1,370 | $12,193-88.8% | $7,491-81.7% | $11,598-88.2% |