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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 | $164,891 | $79,045+108.6% | $100,378+64.3% | $74,429+121.5% |
| Participation rate | 36.0% | 79.4%-43.4pp | 81.5%-45.5pp | 67.2%-31.2pp |
| Annual return | 10.91% | 20.61%-9.7pp | 49.41%-38.5pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,054 | $7,751-60.6% | $8,087-62.2% | $4,348-29.8% |
| Admin fee / account holder | $37,714 | $1,335+2725.3% | $7,899+377.4% | $1,944+1839.7% |