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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 | $124,222 | $96,236+29.1% | $136,072-8.7% | $80,935+53.5% |
| Participation rate | 29.4% | 71.2%-41.8pp | 76.4%-47.0pp | 67.7%-38.2pp |
| Annual return | 6.88% | 28.74%-21.9pp | 580.46%-573.6pp | 35.66%-28.8pp |
| Employer contribution / active EE | $6,160 | $3,350+83.9% | $4,216+46.1% | $2,757+123.5% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $130,924 | $8,250+1487.0% | $6,718+1848.9% | $6,924+1790.8% |