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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 | $178,393 | $209,888-15.0% | $189,545-5.9% | $167,553+6.5% |
| Participation rate | 68.4% | 88.7%-20.2pp | 87.8%-19.4pp | 82.1%-13.7pp |
| Annual return | 7.89% | 748.66%-740.8pp | 555.36%-547.5pp | 478.89%-471.0pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $714 | $8,934-92.0% | $8,220-91.3% | $6,343-88.7% |
| Admin fee / account holder | $5,206 | $14,300-63.6% | $12,049-56.8% | $12,316-57.7% |