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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 | $96,340 | $152,592-36.9% | $125,180-23.0% | $152,885-37.0% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 9.12% | 54.84%-45.7pp | 43.79%-34.7pp | 345.39%-336.3pp |
| Employer contribution / active EE | $1,189 | $4,947-76.0% | $3,866-69.2% | $4,763-75.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $512,677 | $13,435+3716.0% | $9,703+5183.9% | $11,598+4320.4% |