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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 | $169,862 | $113,338+49.9% | $94,993+78.8% | $147,586+15.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 1.84% | 20.80%-19.0pp | 27.14%-25.3pp | 578.59%-576.8pp |
| Employer contribution / active EE | $3,910 | $3,160+23.7% | $2,603+50.2% | $4,876-19.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $205,927 | $6,063+3296.7% | $4,960+4051.5% | $10,886+1791.7% |