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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 | $73,779 | $197,594-62.7% | $177,822-58.5% | $158,931-53.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 2.63% | 58.76%-56.1pp | 48.32%-45.7pp | 302.86%-300.2pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,896 | $8,405-65.5% | $7,714-62.5% | $5,982-51.6% |
| Admin fee / account holder | $8,367 | $15,400-45.7% | $12,428-32.7% | $11,247-25.6% |