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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 | $110,648 | $161,352-31.4% | $134,172-17.5% | $137,256-19.4% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 1.75% | 28.72%-27.0pp | 25.30%-23.5pp | 220.34%-218.6pp |
| Employer contribution / active EE | $998 | $4,099-75.7% | $3,420-70.8% | $4,156-76.0% |
| Participant deferral / active EE | $1,233 | $5,552-77.8% | $4,690-73.7% | $6,407-80.8% |
| Admin fee / account holder | $633,984 | $15,028+4118.7% | $12,016+5176.2% | $12,270+5066.9% |