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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 | $193,996 | $197,603-1.8% | $177,827+9.1% | $158,950+22.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 2.40% | 58.76%-56.4pp | 48.32%-45.9pp | 302.91%-300.5pp |
| Employer contribution / active EE | $25,519 | $6,698+281.0% | $5,918+331.2% | $4,762+435.9% |
| Participant deferral / active EE | $2,022 | $8,404-75.9% | $7,713-73.8% | $5,983-66.2% |
| Admin fee / account holder | $535,185 | $15,402+3374.8% | $12,429+4206.0% | $11,248+4657.9% |