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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 | $73,020 | $198,457-63.2% | $170,435-57.2% | $147,586-50.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 0.77% | 257.30%-256.5pp | 205.94%-205.2pp | 578.59%-577.8pp |
| Employer contribution / active EE | $2,512 | $6,183-59.4% | $5,432-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,544 | $16,852-90.8% | $13,881-88.9% | $10,886-85.8% |