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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 | $61,328 | $198,457-69.1% | $170,435-64.0% | $147,586-58.4% |
| Participation rate | 59.1% | 88.0%-28.9pp | 83.6%-24.5pp | 82.8%-23.7pp |
| Annual return | 4.90% | 257.30%-252.4pp | 205.94%-201.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,043 | $5,629-81.5% | $4,939-78.9% | $5,439-80.8% |
| Admin fee / account holder | $9,595 | $16,852-43.1% | $13,881-30.9% | $10,886-11.9% |