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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 | $227,012 | $77,358+193.5% | $102,184+122.2% | $87,485+159.5% |
| Participation rate | 39.3% | 78.7%-39.4pp | 82.6%-43.3pp | 68.9%-29.6pp |
| Annual return | 10.93% | 41.11%-30.2pp | 31.58%-20.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $363 | $2,562-85.8% | $3,594-89.9% | $2,596-86.0% |
| Participant deferral / active EE | $2,787 | $6,753-58.7% | $8,309-66.5% | $4,274-34.8% |
| Admin fee / account holder | $74,882 | $6,809+999.7% | $11,609+545.1% | $7,775+863.1% |