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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 | $222,486 | $167,352+32.9% | $143,788+54.7% | $134,509+65.4% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -42.33% | 0.47%-42.8pp | -0.03%-42.3pp | 418.13%-460.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $221 | $6,447-96.6% | $5,638-96.1% | $6,400-96.5% |
| Admin fee / account holder | $1,497 | $18,091-91.7% | $14,675-89.8% | $11,427-86.9% |