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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 | $114,119-33.3% | $107,187-29.0% | $138,895-45.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 1.11% | 273.21%-272.1pp | 204.55%-203.4pp | 145.39%-144.3pp |
| Employer contribution / active EE | $1,398 | $4,059-65.6% | $3,782-63.1% | $4,194-66.7% |
| Participant deferral / active EE | $1,300 | $5,538-76.5% | $5,096-74.5% | $6,396-79.7% |
| Admin fee / account holder | $371,577 | $10,024+3607.0% | $9,162+3955.5% | $12,562+2857.9% |