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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 | $46,438 | $201,259-76.9% | $184,200-74.8% | $145,959-68.2% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 7.47% | 28.98%-21.5pp | 28.80%-21.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $612 | $9,806-93.8% | $9,132-93.3% | $6,689-90.8% |
| Admin fee / account holder | $2,402 | $16,372-85.3% | $13,907-82.7% | $13,398-82.1% |