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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 | $59,624 | $209,336-71.5% | $197,124-69.8% | $137,256-56.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 6.18% | 48.09%-41.9pp | 44.34%-38.2pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,809 | $9,614-81.2% | $9,135-80.2% | $6,407-71.8% |
| Admin fee / account holder | $19,647 | $17,308+13.5% | $16,298+20.5% | $12,270+60.1% |