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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 | $62,049 | $165,381-62.5% | $149,730-58.6% | $158,966-61.0% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 3.84% | 348.29%-344.5pp | 276.70%-272.9pp | 302.95%-299.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,063 | $7,182-71.3% | $6,843-69.9% | $5,983-65.5% |
| Admin fee / account holder | $31,830 | $10,809+194.5% | $9,310+241.9% | $11,250+182.9% |