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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 | $241,782 | $103,393+133.8% | $87,103+177.6% | $152,909+58.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 8.65% | 28.10%-19.4pp | 28.19%-19.5pp | 345.46%-336.8pp |
| Employer contribution / active EE | $2,417 | $3,221-25.0% | $2,521-4.2% | $4,764-49.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,115 | $12,195-66.3% | $7,491-45.1% | $11,601-64.5% |