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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 | $95,931 | $47,848+100.5% | $81,473+17.7% | $70,126+36.8% |
| Participation rate | 4.2% | 58.3%-54.1pp | 68.0%-63.8pp | 69.5%-65.4pp |
| Annual return | 6.42% | 27.25%-20.8pp | 38.78%-32.4pp | 73.15%-66.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $192 | $2,453-92.2% | $3,537-94.6% | $3,332-94.2% |
| Admin fee / account holder | $589,997 | $3,145+18660.7% | $4,561+12834.9% | $4,645+12600.4% |