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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 | $79,400 | $162,821-51.2% | $133,978-40.7% | $158,982-50.1% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 4.14% | 41.95%-37.8pp | 45.10%-41.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,420 | $5,910-76.0% | $5,047-71.9% | $5,983-76.3% |
| Admin fee / account holder | $159,115 | $11,742+1255.1% | $8,930+1681.8% | $11,252+1314.2% |