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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 | $164,574 | $154,193+6.7% | $130,045+26.6% | $139,466+18.0% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 9.18% | 32.51%-23.3pp | -137.30%+146.5pp | 373.66%-364.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,156 | $6,709-82.8% | $5,820-80.1% | $6,712-82.8% |
| Admin fee / account holder | $38,038 | $13,989+171.9% | $10,600+258.8% | $11,409+233.4% |