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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 | $102,558 | $68,412+49.9% | $94,679+8.3% | $75,181+36.4% |
| Participation rate | 8.6% | 76.1%-67.5pp | 80.8%-72.3pp | 67.2%-58.6pp |
| Annual return | 13.25% | 616.91%-603.7pp | 156.75%-143.5pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $256 | $6,537-96.1% | $7,417-96.5% | $4,126-93.8% |
| Admin fee / account holder | $721 | $5,326-86.5% | $7,233-90.0% | $5,650-87.2% |