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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 | $67,552 | $125,778-46.3% | $114,563-41.0% | $154,746-56.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 3.37% | 295.14%-291.8pp | 241.09%-237.7pp | 172.34%-169.0pp |
| Employer contribution / active EE | $400 | $2,806-85.7% | $2,592-84.6% | $4,379-90.9% |
| Participant deferral / active EE | $733 | $4,445-83.5% | $4,142-82.3% | $6,730-89.1% |
| Admin fee / account holder | $3,453 | $8,190-57.8% | $7,623-54.7% | $14,365-76.0% |