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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 | $169,779 | $202,342-16.1% | $172,752-1.7% | $152,897+11.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 8.42% | 1029.83%-1021.4pp | 802.97%-794.6pp | 345.43%-337.0pp |
| Employer contribution / active EE | $3,702 | $5,858-36.8% | $5,144-28.0% | $4,764-22.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $163,502 | $17,111+855.5% | $13,955+1071.6% | $11,599+1309.6% |