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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 | $29,733+333.7% | $56,025+130.2% | $80,959+59.3% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 8.60% | 35.28%-26.7pp | 1712.69%-1704.1pp | 35.67%-27.1pp |
| Employer contribution / active EE | $246 | $672-63.4% | $1,042-76.4% | $2,757-91.1% |
| Participant deferral / active EE | $100 | $1,229-91.9% | $1,955-94.9% | $4,300-97.7% |
| Admin fee / account holder | $136,582 | $2,434+5512.5% | $2,828+4729.1% | $6,925+1872.2% |