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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 | $173,978 | $100,938+72.4% | $90,461+92.3% | $158,982+9.4% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 0.19% | 1727.20%-1727.0pp | 1294.76%-1294.6pp | 302.99%-302.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $31 | $4,350-99.3% | $3,964-99.2% | $5,983-99.5% |
| Admin fee / account holder | $1,568 | $6,510-75.9% | $5,617-72.1% | $11,252-86.1% |