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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 | $196,523 | $150,442+30.6% | $136,295+44.2% | $147,585+33.2% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 5.60% | 1049.09%-1043.5pp | 5155.97%-5150.4pp | 578.56%-573.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $876 | $6,630-86.8% | $6,247-86.0% | $5,439-83.9% |
| Admin fee / account holder | $3,083 | $10,905-71.7% | $9,243-66.6% | $10,885-71.7% |