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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 | $170,910 | $88,815+92.4% | $81,882+108.7% | $145,897+17.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 5.81% | 1033.75%-1027.9pp | 779.47%-773.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $473 | $3,086-84.7% | $2,916-83.8% | $4,663-89.9% |
| Participant deferral / active EE | $578 | $4,647-87.6% | $4,323-86.6% | $6,689-91.4% |
| Admin fee / account holder | $401 | $8,434-95.2% | $7,360-94.6% | $13,390-97.0% |