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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 | $166,635 | $102,635+62.4% | $86,209+93.3% | $139,456+19.5% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.0%-52.3pp | 80.3%-63.7pp |
| Annual return | 6.69% | 1923.53%-1916.8pp | 1169.05%-1162.4pp | 373.45%-366.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $391 | $4,677-91.7% | $3,986-90.2% | $6,711-94.2% |
| Admin fee / account holder | $86,463 | $8,661+898.3% | $6,853+1161.7% | $11,407+658.0% |