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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 | $73,762 | $162,812-54.7% | $133,971-44.9% | $158,966-53.6% |
| Participation rate | 65.2% | 83.2%-18.0pp | 79.8%-14.6pp | 82.0%-16.7pp |
| Annual return | 1.23% | 41.94%-40.7pp | 45.09%-43.9pp | 302.95%-301.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $798 | $5,910-86.5% | $5,047-84.2% | $5,983-86.7% |
| Admin fee / account holder | $13,733 | $11,741+17.0% | $8,929+53.8% | $11,250+22.1% |