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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 | $176,679 | $168,626+4.8% | $133,698+32.1% | $145,897+21.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | -6.36% | 1168.99%-1175.3pp | 580.90%-587.3pp | 552.29%-558.6pp |
| Employer contribution / active EE | $48,500 | $5,290+816.8% | $4,218+1049.9% | $4,663+940.2% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,510 | $9,638-53.2% | $6,703-32.7% | $13,390-66.3% |