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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 | $230,766 | $105,623+118.5% | $87,502+163.7% | $273,972-15.8% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 0.40% | 12.26%-11.9pp | 12.21%-11.8pp | 41.46%-41.1pp |
| Employer contribution / active EE | $18,341 | $3,141+484.0% | $2,550+619.4% | $4,869+276.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,531 | $4,781+57.5% | $4,221+78.4% | $10,133-25.7% |