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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 | $152,299 | $88,754+71.6% | $81,820+86.1% | $145,877+4.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 5.96% | 1031.77%-1025.8pp | 777.93%-772.0pp | 551.28%-545.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4 | $4,648-99.9% | $4,323-99.9% | $6,691-99.9% |
| Admin fee / account holder | $9,839 | $8,424+16.8% | $7,391+33.1% | $13,402-26.6% |