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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 | $40,272 | $108,942-63.0% | $100,415-59.9% | $145,897-72.4% |
| Participation rate | 64.7% | 83.0%-18.3pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 6.39% | 58.27%-51.9pp | 49.47%-43.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,075 | $8,461-87.3% | $8,091-86.7% | $6,689-83.9% |
| Admin fee / account holder | $9,380 | $9,702-3.3% | $7,906+18.7% | $13,390-29.9% |