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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 | $124,595 | $79,209+57.3% | $102,434+21.6% | $74,459+67.3% |
| Participation rate | 32.1% | 74.8%-42.7pp | 76.5%-44.4pp | 67.2%-35.1pp |
| Annual return | 8.96% | 54.98%-46.0pp | 29.46%-20.5pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,272 | $4,417-71.2% | $5,055-74.8% | $4,350-70.7% |
| Admin fee / account holder | $13,383 | $2,002+568.6% | $9,462+41.4% | $1,945+588.2% |