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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 | $182,652 | $100,938+81.0% | $90,461+101.9% | $158,982+14.9% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | -0.95% | 1727.20%-1728.2pp | 1294.76%-1295.7pp | 302.99%-303.9pp |
| Employer contribution / active EE | $381 | $3,691-89.7% | $3,264-88.3% | $4,763-92.0% |
| Participant deferral / active EE | $558 | $4,350-87.2% | $3,964-85.9% | $5,983-90.7% |
| Admin fee / account holder | $12,055 | $6,510+85.2% | $5,617+114.6% | $11,252+7.1% |