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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 | $42,260 | $97,078-56.5% | $103,065-59.0% | $145,897-71.0% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.6%-23.4pp | 80.3%-23.2pp |
| Annual return | 8.48% | 25.49%-17.0pp | 23.95%-15.5pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,725 | $6,601-73.9% | $6,625-74.0% | $6,689-74.2% |
| Admin fee / account holder | $397 | $12,505-96.8% | $9,349-95.8% | $13,390-97.0% |