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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 | $70,323 | $172,111-59.1% | $150,298-53.2% | $137,256-48.8% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 10.80% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $863 | $6,166-86.0% | $5,453-84.2% | $6,407-86.5% |
| Admin fee / account holder | $2,139 | $16,471-87.0% | $14,116-84.8% | $12,270-82.6% |