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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 | $59,173 | $210,908-71.9% | $153,643-61.5% | $145,884-59.4% |
| Participation rate | 11.8% | 82.1%-70.4pp | 77.1%-65.3pp | 80.3%-68.5pp |
| Annual return | 0.42% | 13.46%-13.0pp | 15.71%-15.3pp | 551.85%-551.4pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,625 | $7,976-79.6% | $6,754-75.9% | $6,690-75.7% |
| Admin fee / account holder | $34,978 | $19,477+79.6% | $12,739+174.6% | $13,392+161.2% |