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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 | $61,611 | $110,379-44.2% | $102,412-39.8% | $145,884-57.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 6.79% | 24.84%-18.0pp | 24.94%-18.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,364 | $5,622-75.7% | $5,060-73.1% | $6,690-79.6% |
| Admin fee / account holder | $481 | $9,745-95.1% | $8,388-94.3% | $13,392-96.4% |