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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 | $139,739 | $91,536+52.7% | $130,062+7.4% | $75,177+85.9% |
| Participation rate | 20.8% | 71.5%-50.7pp | 78.5%-57.8pp | 67.2%-46.4pp |
| Annual return | 10.54% | -631.62%+642.2pp | -137.37%+147.9pp | 160.75%-150.2pp |
| Employer contribution / active EE | $777 | $2,845-72.7% | $4,322-82.0% | $2,671-70.9% |
| Participant deferral / active EE | $1,641 | $4,343-62.2% | $5,821-71.8% | $4,126-60.2% |
| Admin fee / account holder | $2,572 | $6,780-62.1% | $10,601-75.7% | $5,651-54.5% |