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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 | $164,943 | $58,627+181.3% | $76,735+115.0% | $82,448+100.1% |
| Participation rate | 12.8% | 63.2%-50.4pp | 69.5%-56.7pp | 68.1%-55.2pp |
| Annual return | 10.25% | 39.10%-28.9pp | 29.77%-19.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $839 | $3,134-73.2% | $4,088-79.5% | $4,139-79.7% |
| Admin fee / account holder | $43,222 | $5,323+712.1% | $7,189+501.2% | $7,234+497.5% |