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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 | $88,839 | $88,672+0.2% | $105,223-15.6% | $82,448+7.8% |
| Participation rate | 18.2% | 67.9%-49.7pp | 75.0%-56.9pp | 68.1%-49.9pp |
| Annual return | 12.06% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,305 | $4,036-67.7% | $5,072-74.3% | $4,139-68.5% |
| Admin fee / account holder | $24,177 | $7,146+238.3% | $8,859+172.9% | $7,234+234.2% |