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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 | $58,532 | $211,288-72.3% | $178,540-67.2% | $145,884-59.9% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 6.38% | 30.27%-23.9pp | 27.15%-20.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $218 | $6,967-96.9% | $6,281-96.5% | $6,690-96.7% |
| Admin fee / account holder | $2,819 | $12,105-76.7% | $10,424-73.0% | $13,392-79.0% |