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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 | $166,657 | $68,398+143.7% | $94,664+76.1% | $75,173+121.7% |
| Participation rate | 24.3% | 76.1%-51.8pp | 80.8%-56.5pp | 67.2%-42.9pp |
| Annual return | 14.94% | 616.72%-601.8pp | 156.84%-141.9pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,189 | $2,701-56.0% | $3,673-67.6% | $2,671-55.5% |
| Participant deferral / active EE | $2,288 | $6,537-65.0% | $7,417-69.1% | $4,126-44.5% |
| Admin fee / account holder | $33,786 | $5,324+534.6% | $7,222+367.9% | $5,651+497.9% |