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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 | $123,224 | $162,136-24.0% | $152,301-19.1% | $154,746-20.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.60% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,093 | $8,341-74.9% | $8,004-73.8% | $6,730-68.9% |
| Admin fee / account holder | $126,808 | $15,759+704.6% | $14,398+780.7% | $14,365+782.7% |