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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 | $84,013 | $166,268-49.5% | $165,100-49.1% | $145,897-42.4% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 6.41% | 100.52%-94.1pp | 70.21%-63.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,526 | $6,964-78.1% | $6,035-74.7% | $6,689-77.2% |
| Admin fee / account holder | $10,576 | $16,659-36.5% | $12,696-16.7% | $13,390-21.0% |