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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 | $29,716+334.0% | $56,077+130.0% | $80,925+59.4% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 8.60% | 35.30%-26.7pp | 1709.28%-1700.7pp | 35.65%-27.1pp |
| Employer contribution / active EE | $246 | $671-63.3% | $1,040-76.4% | $2,756-91.1% |
| Participant deferral / active EE | $100 | $1,228-91.9% | $1,954-94.9% | $4,299-97.7% |
| Admin fee / account holder | $136,582 | $2,432+5516.0% | $2,825+4734.9% | $6,940+1868.0% |