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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 | $75,229 | $110,307-31.8% | $96,576-22.1% | $139,456-46.1% |
| Participation rate | 44.4% | 78.1%-33.7pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 8.32% | 26.40%-18.1pp | 25.87%-17.6pp | 373.45%-365.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $878 | $5,547-84.2% | $4,851-81.9% | $6,711-86.9% |
| Admin fee / account holder | $429 | $11,597-96.3% | $8,253-94.8% | $11,407-96.2% |