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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 | $227,643 | $105,856+115.0% | $90,161+152.5% | $147,585+54.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 4.50% | 37.63%-33.1pp | 34.89%-30.4pp | 578.58%-574.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $120 | $5,733-97.9% | $5,287-97.7% | $5,439-97.8% |
| Admin fee / account holder | $41,275 | $8,046+413.0% | $5,943+594.5% | $10,886+279.2% |