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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 | $67,076 | $117,859-43.1% | $102,438-34.5% | $145,959-54.0% |
| Participation rate | 30.4% | 78.6%-48.2pp | 76.5%-46.1pp | 80.3%-49.8pp |
| Annual return | 7.43% | 31.72%-24.3pp | 29.37%-21.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $349 | $5,732-93.9% | $5,054-93.1% | $6,689-94.8% |
| Admin fee / account holder | $643 | $13,318-95.2% | $9,448-93.2% | $13,398-95.2% |