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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 | $93,479 | $162,136-42.3% | $152,301-38.6% | $154,746-39.6% |
| Participation rate | 13.6% | 84.1%-70.5pp | 82.4%-68.8pp | 80.7%-67.1pp |
| Annual return | 10.15% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,349 | $8,341-83.8% | $8,004-83.1% | $6,730-80.0% |
| Admin fee / account holder | $71,817 | $15,759+355.7% | $14,398+398.8% | $14,365+399.9% |