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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 | $164,622 | $99,875+64.8% | $146,866+12.1% | $86,983+89.3% |
| Participation rate | 22.4% | 75.8%-53.4pp | 82.5%-60.1pp | 69.5%-47.1pp |
| Annual return | 9.66% | 28.10%-18.4pp | 102.85%-93.2pp | 25.83%-16.2pp |
| Employer contribution / active EE | $471 | $3,224-85.4% | $4,425-89.4% | $2,584-81.8% |
| Participant deferral / active EE | $1,411 | $6,322-77.7% | $7,759-81.8% | $4,194-66.4% |
| Admin fee / account holder | $143,900 | $7,838+1736.0% | $13,620+956.5% | $7,856+1731.7% |