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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 | $125,728 | $102,382+22.8% | $147,005-14.5% | $80,874+55.5% |
| Participation rate | 13.6% | 75.8%-62.2pp | 82.2%-68.5pp | 67.6%-54.0pp |
| Annual return | 7.95% | 134.89%-126.9pp | 418.76%-410.8pp | 35.62%-27.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,845 | $6,646-72.2% | $8,070-77.1% | $4,297-57.1% |
| Admin fee / account holder | $2,863 | $7,942-64.0% | $13,006-78.0% | $6,935-58.7% |