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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 | $77,297 | $178,174-56.6% | $156,181-50.5% | $137,256-43.7% |
| Participation rate | 15.4% | 82.0%-66.7pp | 78.8%-63.4pp | 80.0%-64.6pp |
| Annual return | 5.42% | 84.19%-78.8pp | 64.87%-59.5pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $249 | $6,888-96.4% | $6,132-95.9% | $6,407-96.1% |
| Admin fee / account holder | $218,749 | $17,404+1156.9% | $14,586+1399.7% | $12,270+1682.8% |