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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 | $95,749 | $59,467+61.0% | $93,727+2.2% | $74,478+28.6% |
| Participation rate | 22.2% | 59.6%-37.4pp | 68.7%-46.5pp | 67.2%-45.0pp |
| Annual return | 9.44% | 82.14%-72.7pp | 133.83%-124.4pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $839 | $3,052-72.5% | $4,417-81.0% | $4,350-80.7% |
| Admin fee / account holder | $23,221 | $3,028+666.8% | $8,292+180.1% | $1,946+1093.4% |