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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 | $66,077 | $197,625-66.6% | $177,840-62.8% | $158,966-58.4% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 4.33% | 58.76%-54.4pp | 48.32%-44.0pp | 302.95%-298.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,573 | $8,405-81.3% | $7,714-79.6% | $5,983-73.7% |
| Admin fee / account holder | $2,080 | $15,405-86.5% | $12,431-83.3% | $11,250-81.5% |