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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 | $14,696 | $174,379-91.6% | $152,093-90.3% | $138,895-89.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 6.06% | 74.86%-68.8pp | 66.36%-60.3pp | 145.39%-139.3pp |
| Employer contribution / active EE | $3,609 | $4,652-22.4% | $4,175-13.6% | $4,194-14.0% |
| Participant deferral / active EE | $349 | $6,159-94.3% | $5,451-93.6% | $6,396-94.6% |
| Admin fee / account holder | $805,545 | $16,880+4672.2% | $14,497+5456.8% | $12,562+6312.5% |