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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 | $214,528 | $171,867+24.8% | $149,721+43.3% | $147,586+45.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 0.84% | 2113.36%-2112.5pp | 1501.67%-1500.8pp | 578.59%-577.8pp |
| Employer contribution / active EE | $5,000 | $6,275-20.3% | $5,444-8.2% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,012 | $13,799-92.7% | $11,282-91.0% | $10,886-90.7% |