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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 | $59,958 | $175,231-65.8% | $149,696-59.9% | $139,466-57.0% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 6.59% | 166.77%-160.2pp | 134.46%-127.9pp | 373.66%-367.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $982 | $6,521-84.9% | $5,682-82.7% | $6,712-85.4% |
| Admin fee / account holder | $22,286 | $16,155+38.0% | $13,212+68.7% | $11,409+95.3% |