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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 | $150,803 | $99,011+52.3% | $86,582+74.2% | $147,586+2.2% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 3.44% | 1312.75%-1309.3pp | 965.08%-961.6pp | 578.59%-575.2pp |
| Employer contribution / active EE | $10,654 | $3,132+240.2% | $2,839+275.2% | $4,876+118.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,196 | $5,709-79.1% | $4,904-75.6% | $10,886-89.0% |