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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 | $173,526+1.8% | $136,072+29.8% | $145,884+21.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | -6.36% | 1167.12%-1173.5pp | 580.46%-586.8pp | 551.85%-558.2pp |
| Employer contribution / active EE | $48,500 | $5,285+817.7% | $4,216+1050.5% | $4,662+940.3% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,510 | $9,665-53.3% | $6,718-32.9% | $13,392-66.3% |