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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 | $159,545 | $96,678+65.0% | $86,640+84.1% | $139,466+14.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.88% | 106.69%-99.8pp | 592.52%-585.6pp | 373.66%-366.8pp |
| Employer contribution / active EE | $338 | $3,265-89.7% | $3,024-88.8% | $4,754-92.9% |
| Participant deferral / active EE | $413 | $4,837-91.5% | $4,438-90.7% | $6,712-93.9% |
| Admin fee / account holder | $373 | $6,410-94.2% | $5,616-93.4% | $11,409-96.7% |