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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 | $45,245 | $148,582-69.5% | $135,942-66.7% | $139,456-67.6% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 5.79% | 79.26%-73.5pp | 68.28%-62.5pp | 373.45%-367.7pp |
| Employer contribution / active EE | $2,911 | $5,245-44.5% | $4,858-40.1% | $4,753-38.7% |
| Participant deferral / active EE | $2,379 | $8,101-70.6% | $7,759-69.3% | $6,711-64.6% |
| Admin fee / account holder | $120,646 | $12,402+872.8% | $10,764+1020.8% | $11,407+957.6% |