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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 | $211,224-81.7% | $178,505-78.4% | $145,897-73.6% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 5.93% | 30.28%-24.4pp | 27.16%-21.2pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,191 | $6,966-82.9% | $6,280-81.0% | $6,689-82.2% |
| Admin fee / account holder | $689 | $12,109-94.3% | $10,428-93.4% | $13,390-94.9% |