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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 | $78,444 | $161,352-51.4% | $134,172-41.5% | $137,256-42.8% |
| Participation rate | 56.5% | 78.3%-21.8pp | 72.5%-15.9pp | 80.0%-23.4pp |
| Annual return | 6.50% | 28.72%-22.2pp | 25.30%-18.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $904 | $5,552-83.7% | $4,690-80.7% | $6,407-85.9% |
| Admin fee / account holder | $2,997 | $15,028-80.1% | $12,016-75.1% | $12,270-75.6% |