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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 | $185,141-40.2% | $153,416-27.9% | $155,188-28.7% |
| Participation rate | 20.0% | 79.9%-59.9pp | 74.3%-54.3pp | 80.8%-60.8pp |
| Annual return | 1.75% | 18.72%-17.0pp | 17.84%-16.1pp | 148.84%-147.1pp |
| Employer contribution / active EE | $998 | $4,489-77.8% | $3,764-73.5% | $4,248-76.5% |
| Participant deferral / active EE | $1,233 | $5,477-77.5% | $4,723-73.9% | $6,531-81.1% |
| Admin fee / account holder | $633,984 | $16,005+3861.2% | $13,095+4741.4% | $14,480+4278.4% |