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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 | $79,964 | $162,136-50.7% | $152,301-47.5% | $154,746-48.3% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 5.80% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $769 | $8,341-90.8% | $8,004-90.4% | $6,730-88.6% |
| Admin fee / account holder | $79,530 | $15,759+404.7% | $14,398+452.4% | $14,365+453.6% |