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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 | $76,109 | $134,817-43.5% | $123,973-38.6% | $155,188-51.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 1.11% | 515.49%-514.4pp | 388.13%-387.0pp | 148.84%-147.7pp |
| Employer contribution / active EE | $1,398 | $4,425-68.4% | $4,126-66.1% | $4,248-67.1% |
| Participant deferral / active EE | $1,300 | $5,706-77.2% | $5,247-75.2% | $6,531-80.1% |
| Admin fee / account holder | $371,577 | $13,245+2705.4% | $11,799+3049.3% | $14,480+2466.2% |