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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 | $225,977 | $180,749+25.0% | $160,784+40.5% | $137,256+64.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 3.59% | 2234.46%-2230.9pp | 1803.92%-1800.3pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,810 | $4,155-56.4% | $3,733-51.5% | $4,156-56.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,292 | $10,397-87.6% | $9,717-86.7% | $12,270-89.5% |