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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 | $128,959 | $29,667+334.7% | $56,441+128.5% | $80,874+59.5% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.6%-63.6pp |
| Annual return | 8.60% | 35.22%-26.6pp | 1704.21%-1695.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $246 | $669-63.3% | $1,039-76.3% | $2,756-91.1% |
| Participant deferral / active EE | $100 | $1,227-91.9% | $1,953-94.9% | $4,297-97.7% |
| Admin fee / account holder | $136,582 | $2,429+5521.9% | $2,829+4727.6% | $6,935+1869.4% |