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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 | $22,354 | $181,062-87.7% | $158,223-85.9% | $155,188-85.6% |
| Participation rate | 47.1% | 82.7%-35.6pp | 79.2%-32.1pp | 80.8%-33.7pp |
| Annual return | 0.70% | 57.39%-56.7pp | 52.09%-51.4pp | 148.84%-148.1pp |
| Employer contribution / active EE | $991 | $4,565-78.3% | $4,109-75.9% | $4,248-76.7% |
| Participant deferral / active EE | $1,814 | $6,134-70.4% | $5,467-66.8% | $6,531-72.2% |
| Admin fee / account holder | $205,582 | $18,825+992.1% | $16,047+1181.1% | $14,480+1319.8% |