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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 | $120,693 | $48,364+149.6% | $71,796+68.1% | $62,881+91.9% |
| Participation rate | 32.1% | 60.6%-28.5pp | 69.1%-37.0pp | 69.3%-37.2pp |
| Annual return | -3.58% | 13.16%-16.7pp | 78.04%-81.6pp | 20.14%-23.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $124 | $2,091-94.1% | $2,794-95.6% | $3,203-96.1% |
| Admin fee / account holder | $311 | $3,771-91.8% | $4,815-93.5% | $4,296-92.8% |