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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 | $167,946 | $152,612+10.0% | $125,192+34.2% | $152,897+9.8% |
| Participation rate | 38.9% | 83.3%-44.5pp | 79.8%-40.9pp | 82.5%-43.6pp |
| Annual return | 8.80% | 54.85%-46.0pp | 43.79%-35.0pp | 345.43%-336.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,509 | $5,868-74.3% | $4,937-69.4% | $5,851-74.2% |
| Admin fee / account holder | $26,209 | $13,437+95.1% | $9,704+170.1% | $11,599+125.9% |