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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 | $29,633 | $103,387-71.3% | $87,102-66.0% | $152,885-80.6% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 2.67% | 28.10%-25.4pp | 28.19%-25.5pp | 345.39%-342.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $966 | $4,778-79.8% | $4,048-76.1% | $5,851-83.5% |
| Admin fee / account holder | $598 | $12,193-95.1% | $7,491-92.0% | $11,598-94.8% |