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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 | $130,870 | $80,332+62.9% | $107,187+22.1% | $64,097+104.2% |
| Participation rate | 14.8% | 54.4%-39.6pp | 75.0%-60.2pp | 55.2%-40.4pp |
| Annual return | 11.93% | 24.26%-12.3pp | 204.55%-192.6pp | 34.64%-22.7pp |
| Employer contribution / active EE | $705 | $2,501-71.8% | $3,782-81.3% | $1,891-62.7% |
| Participant deferral / active EE | $1,177 | $3,109-62.1% | $5,096-76.9% | $3,080-61.8% |
| Admin fee / account holder | $18,263 | $4,314+323.3% | $9,162+99.3% | $3,454+428.7% |