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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 | $88,087+79.0% | $164,866-4.3% | $74,546+111.6% |
| Participation rate | 27.2% | 73.1%-45.9pp | 78.6%-51.4pp | 67.2%-40.0pp |
| Annual return | 11.29% | 17.27%-6.0pp | 69.97%-58.7pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $829 | $2,595-68.0% | $4,343-80.9% | $2,624-68.4% |
| Participant deferral / active EE | $1,427 | $4,499-68.3% | $6,033-76.3% | $4,347-67.2% |
| Admin fee / account holder | $12,870 | $2,232+476.7% | $12,689+1.4% | $1,944+562.2% |