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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 | $75,864 | $161,352-53.0% | $134,172-43.5% | $137,256-44.7% |
| Participation rate | 9.1% | 78.3%-69.2pp | 72.5%-63.4pp | 80.0%-70.9pp |
| Annual return | 8.21% | 28.72%-20.5pp | 25.30%-17.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $160 | $5,552-97.1% | $4,690-96.6% | $6,407-97.5% |
| Admin fee / account holder | $135,992 | $15,028+804.9% | $12,016+1031.8% | $12,270+1008.3% |