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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 | $216,447 | $96,691+123.9% | $86,656+149.8% | $139,487+55.2% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 8.93% | 106.87%-97.9pp | 593.09%-584.2pp | 373.84%-364.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $180 | $4,838-96.3% | $4,439-95.9% | $6,713-97.3% |
| Admin fee / account holder | $4,287 | $6,414-33.2% | $5,619-23.7% | $11,407-62.4% |