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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 | $86,306 | $65,555+31.7% | $86,216+0.1% | $75,173+14.8% |
| Participation rate | 9.0% | 60.5%-51.5pp | 69.0%-60.0pp | 67.2%-58.2pp |
| Annual return | 10.82% | 46.07%-35.2pp | 1169.42%-1158.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $162 | $3,023-94.7% | $3,986-95.9% | $4,126-96.1% |
| Admin fee / account holder | $21,861 | $5,469+299.7% | $6,853+219.0% | $5,651+286.9% |