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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 | $157,711 | $88,186+78.8% | $165,071-4.5% | $74,459+111.8% |
| Participation rate | 27.2% | 73.1%-45.9pp | 78.6%-51.4pp | 67.2%-40.0pp |
| Annual return | 11.29% | 17.13%-5.8pp | 70.17%-58.9pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $829 | $2,600-68.1% | $4,347-80.9% | $2,626-68.4% |
| Participant deferral / active EE | $1,427 | $4,505-68.3% | $6,035-76.3% | $4,350-67.2% |
| Admin fee / account holder | $12,870 | $2,234+476.1% | $12,695+1.4% | $1,945+561.8% |