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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 | $228,323 | $154,193+48.1% | $130,045+75.6% | $139,466+63.7% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.7pp | 80.3%-26.5pp |
| Annual return | 9.01% | 32.51%-23.5pp | -137.30%+146.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,842 | $6,709-72.5% | $5,820-68.4% | $6,712-72.6% |
| Admin fee / account holder | $132,826 | $13,989+849.5% | $10,600+1153.0% | $11,409+1064.3% |