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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 | $152,027 | $185,856-18.2% | $170,028-10.6% | $139,456+9.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 7.90% | 60.52%-52.6pp | 53.39%-45.5pp | 373.45%-365.5pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,517 | $11,623-87.0% | $10,409-85.4% | $6,711-77.4% |
| Admin fee / account holder | $333,563 | $15,387+2067.8% | $12,820+2501.8% | $11,407+2824.2% |