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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 | $63,165 | $162,136-61.0% | $152,301-58.5% | $154,746-59.2% |
| Participation rate | 4.8% | 84.1%-79.3pp | 82.4%-77.7pp | 80.7%-75.9pp |
| Annual return | 7.99% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $465 | $8,341-94.4% | $8,004-94.2% | $6,730-93.1% |
| Admin fee / account holder | $67,111 | $15,759+325.8% | $14,398+366.1% | $14,365+367.2% |