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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 | $92,264 | $135,956-32.1% | $123,894-25.5% | $273,972-66.3% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 0.71% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $14,128 | $5,170+173.3% | $4,617+206.0% | $4,869+190.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30,169 | $9,817+207.3% | $8,357+261.0% | $10,133+197.7% |