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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 | $131,964 | $175,259-24.7% | $149,723-11.9% | $139,487-5.4% |
| Participation rate | 15.8% | 83.4%-67.6pp | 78.8%-63.0pp | 80.3%-64.5pp |
| Annual return | 8.08% | 166.82%-158.7pp | 134.50%-126.4pp | 373.84%-365.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,041 | $6,522-84.0% | $5,682-81.7% | $6,713-84.5% |
| Admin fee / account holder | $235,017 | $16,158+1354.5% | $13,215+1678.4% | $11,407+1960.2% |