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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 | $176,011 | $185,905-5.3% | $170,057+3.5% | $139,487+26.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 5.10% | 60.56%-55.5pp | 53.42%-48.3pp | 373.84%-368.7pp |
| Employer contribution / active EE | $1,820 | $7,597-76.0% | $6,790-73.2% | $4,755-61.7% |
| Participant deferral / active EE | $1,300 | $11,627-88.8% | $10,411-87.5% | $6,713-80.6% |
| Admin fee / account holder | $1,635,434 | $15,397+10522.0% | $12,826+12650.8% | $11,407+14236.7% |