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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 | $110,953 | $101,672+9.1% | $147,117-24.6% | $74,478+49.0% |
| Participation rate | 26.4% | 75.5%-49.1pp | 82.2%-55.7pp | 67.2%-40.8pp |
| Annual return | 9.52% | 8757.83%-8748.3pp | 420.54%-411.0pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,285 | $7,305-68.7% | $8,065-71.7% | $4,350-47.5% |
| Admin fee / account holder | $11,636 | $1,753+563.7% | $12,993-10.4% | $1,946+498.0% |