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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 | $194,201 | $102,385+89.7% | $147,080+32.0% | $80,935+139.9% |
| Participation rate | 58.7% | 75.9%-17.2pp | 82.2%-23.5pp | 67.7%-9.0pp |
| Annual return | 11.70% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $4,275 | $3,717+15.0% | $4,933-13.3% | $2,757+55.1% |
| Participant deferral / active EE | $1,891 | $6,651-71.6% | $8,066-76.6% | $4,299-56.0% |
| Admin fee / account holder | $16,152 | $7,951+103.1% | $12,989+24.3% | $6,924+133.3% |