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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 | $184,436 | $112,933+63.3% | $90,970+102.7% | $158,982+16.0% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 4.47% | 215.82%-211.4pp | 134.60%-130.1pp | 302.99%-298.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $720 | $4,128-82.6% | $3,373-78.7% | $5,983-88.0% |
| Admin fee / account holder | $2,167 | $8,047-73.1% | $5,961-63.6% | $11,252-80.7% |