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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 | $81,097 | $112,729-28.1% | $98,716-17.8% | $137,256-40.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 3.57% | 38.48%-34.9pp | 31.81%-28.2pp | 220.34%-216.8pp |
| Employer contribution / active EE | $480 | $2,725-82.4% | $2,279-78.9% | $4,156-88.5% |
| Participant deferral / active EE | $480 | $4,640-89.7% | $4,048-88.1% | $6,407-92.5% |
| Admin fee / account holder | $2,072,697 | $10,129+20364.0% | $8,703+23716.4% | $12,270+16792.2% |