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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 | $107,368 | $58,311+84.1% | $81,882+31.1% | $80,959+32.6% |
| Participation rate | 19.2% | 63.5%-44.3pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 8.37% | 41.85%-33.5pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $358 | $3,287-89.1% | $4,323-91.7% | $4,300-91.7% |
| Admin fee / account holder | $3,656 | $4,752-23.1% | $7,360-50.3% | $6,925-47.2% |