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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 | $68,712 | $166,242-58.7% | $165,071-58.4% | $145,884-52.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 6.15% | 100.44%-94.3pp | 70.17%-64.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $375 | $6,964-94.6% | $6,035-93.8% | $6,690-94.4% |
| Admin fee / account holder | $1,156 | $16,658-93.1% | $12,695-90.9% | $13,392-91.4% |