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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 | $121,775 | $115,814+5.1% | $101,275+20.2% | $158,982-23.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 4.28% | 56.16%-51.9pp | 46.48%-42.2pp | 302.99%-298.7pp |
| Employer contribution / active EE | $4,762 | $4,176+14.0% | $3,660+30.1% | $4,7630% |
| Participant deferral / active EE | $818 | $4,958-83.5% | $4,371-81.3% | $5,983-86.3% |
| Admin fee / account holder | $544,714 | $7,249+7414.5% | $5,948+9058.0% | $11,252+4741.2% |