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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 | $123,155-34.2% | $108,753-25.4% | $155,188-47.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 3.57% | 44.73%-41.2pp | 37.47%-33.9pp | 148.84%-145.3pp |
| Employer contribution / active EE | $480 | $2,811-82.9% | $2,427-80.2% | $4,248-88.7% |
| Participant deferral / active EE | $480 | $4,623-89.6% | $4,115-88.3% | $6,531-92.7% |
| Admin fee / account holder | $2,072,697 | $12,126+16992.5% | $10,320+19985.2% | $14,480+14214.4% |