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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 | $111,899 | $201,370-44.4% | $184,256-39.3% | $145,897-23.3% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 6.88% | 29.05%-22.2pp | 28.85%-22.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $341 | $9,808-96.5% | $9,133-96.3% | $6,689-94.9% |
| Admin fee / account holder | $193,528 | $16,364+1082.6% | $13,899+1292.3% | $13,390+1345.3% |