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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 | $81,173 | $127,790-36.5% | $106,555-23.8% | $167,536-51.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 3.85% | 33.88%-30.0pp | 26.80%-23.0pp | 478.82%-475.0pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $329 | $5,088-93.5% | $4,399-92.5% | $6,342-94.8% |
| Admin fee / account holder | $796 | $11,229-92.9% | $7,408-89.3% | $12,315-93.5% |