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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 | $112,189 | $115,810-3.1% | $101,271+10.8% | $158,966-29.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 1.78% | 56.15%-54.4pp | 46.48%-44.7pp | 302.95%-301.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $593 | $4,958-88.0% | $4,371-86.4% | $5,983-90.1% |
| Admin fee / account holder | $776 | $7,248-89.3% | $5,948-86.9% | $11,250-93.1% |