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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 | $38,562 | $211,239-81.7% | $178,528-78.4% | $145,877-73.6% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 5.93% | 30.22%-24.3pp | 27.11%-21.2pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,191 | $6,963-82.9% | $6,278-81.0% | $6,691-82.2% |
| Admin fee / account holder | $689 | $12,095-94.3% | $10,419-93.4% | $13,402-94.9% |