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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 | $101,499+9.3% | $147,005-24.5% | $74,546+48.8% |
| Participation rate | 26.4% | 75.5%-49.1pp | 82.2%-55.7pp | 67.2%-40.8pp |
| Annual return | 9.52% | 8732.34%-8722.8pp | 418.76%-409.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,285 | $7,304-68.7% | $8,070-71.7% | $4,347-47.4% |
| Admin fee / account holder | $11,636 | $1,748+565.7% | $13,006-10.5% | $1,944+498.7% |