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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 | $140,195 | $79,223+77.0% | $102,460+36.8% | $74,478+88.2% |
| Participation rate | 17.2% | 74.8%-57.5pp | 76.5%-59.3pp | 67.2%-50.0pp |
| Annual return | 9.68% | 54.98%-45.3pp | 29.47%-19.8pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $1,573 | $2,363-33.4% | $3,025-48.0% | $2,626-40.1% |
| Participant deferral / active EE | $1,598 | $4,417-63.8% | $5,056-68.4% | $4,350-63.3% |
| Admin fee / account holder | $13,186 | $2,003+558.3% | $9,460+39.4% | $1,946+577.7% |