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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 | $81,324 | $77,638+4.7% | $156,551-48.1% | $62,881+29.3% |
| Participation rate | 3.3% | 71.2%-67.9pp | 84.0%-80.7pp | 69.3%-66.0pp |
| Annual return | 2.26% | 50.33%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $7,123 | $3,444+106.8% | $5,501+29.5% | $2,281+212.3% |
| Participant deferral / active EE | $251 | $3,046-91.7% | $4,871-94.8% | $3,203-92.1% |
| Admin fee / account holder | $149,615 | $5,561+2590.3% | $13,028+1048.4% | $4,296+3382.9% |