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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 | $78,492 | $94,766-17.2% | $112,923-30.5% | $139,487-43.7% |
| Participation rate | 66.7% | 81.3%-14.7pp | 80.5%-13.9pp | 80.3%-13.7pp |
| Annual return | 5.15% | 40.96%-35.8pp | 34.13%-29.0pp | 373.84%-368.7pp |
| Employer contribution / active EE | $3,070 | $4,636-33.8% | $4,570-32.8% | $4,755-35.4% |
| Participant deferral / active EE | $277 | $6,523-95.7% | $6,520-95.7% | $6,713-95.9% |
| Admin fee / account holder | $609,954 | $8,529+7051.8% | $7,046+8556.9% | $11,407+5247.0% |