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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 | $176,449 | $160,040+10.3% | $147,096+20.0% | $145,877+21.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 6.40% | 98.49%-92.1pp | 419.75%-413.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $34,325 | $5,289+548.9% | $4,936+595.4% | $4,663+636.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,782 | $15,050-61.6% | $13,005-55.5% | $13,402-56.9% |