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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 | $91,819 | $165,381-44.5% | $149,730-38.7% | $158,966-42.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 4.08% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,616 | $7,182-77.5% | $6,843-76.4% | $5,983-73.0% |
| Admin fee / account holder | $367 | $10,809-96.6% | $9,310-96.1% | $11,250-96.7% |