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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 | $86,460 | $65,555+31.9% | $86,216+0.3% | $75,173+15.0% |
| Participation rate | 34.5% | 60.5%-25.9pp | 69.0%-34.4pp | 67.2%-32.7pp |
| Annual return | 7.95% | 46.07%-38.1pp | 1169.42%-1161.5pp | 160.72%-152.8pp |
| Employer contribution / active EE | $395 | $1,553-74.6% | $2,382-83.4% | $2,671-85.2% |
| Participant deferral / active EE | $1,093 | $3,023-63.9% | $3,986-72.6% | $4,126-73.5% |
| Admin fee / account holder | $18,658 | $5,469+241.2% | $6,853+172.2% | $5,651+230.2% |