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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 | $223,823-73.4% | $211,142-71.8% | $154,746-61.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 6.18% | 50.39%-44.2pp | 46.84%-40.7pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,809 | $9,750-81.4% | $9,284-80.5% | $6,730-73.1% |
| Admin fee / account holder | $19,647 | $19,707-0.3% | $19,076+3.0% | $14,365+36.8% |