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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 | $212,076 | $166,268+27.6% | $165,100+28.5% | $145,897+45.4% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 7.72% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,221 | $5,284-76.9% | $4,348-71.9% | $4,663-73.8% |
| Participant deferral / active EE | $1,507 | $6,964-78.4% | $6,035-75.0% | $6,689-77.5% |
| Admin fee / account holder | $70,615 | $16,659+323.9% | $12,696+456.2% | $13,390+427.4% |