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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 | $48,563 | $107,941-55.0% | $91,994-47.2% | $152,897-68.2% |
| Participation rate | 64.3% | 81.2%-16.9pp | 78.6%-14.3pp | 82.5%-18.2pp |
| Annual return | 2.82% | 89.28%-86.5pp | 69.04%-66.2pp | 345.43%-342.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $861 | $6,366-86.5% | $5,924-85.5% | $5,851-85.3% |
| Admin fee / account holder | $3,601 | $10,521-65.8% | $7,744-53.5% | $11,599-69.0% |