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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 | $89,222 | $217,432-59.0% | $185,849-52.0% | $167,536-46.7% |
| Participation rate | 11.1% | 86.1%-74.9pp | 81.7%-70.6pp | 82.1%-71.0pp |
| Annual return | 0.53% | 148.42%-147.9pp | 122.10%-121.6pp | 478.82%-478.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,778 | $6,357-72.0% | $5,569-68.1% | $6,342-72.0% |
| Admin fee / account holder | $40,020 | $19,818+101.9% | $16,244+146.4% | $12,315+225.0% |