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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 | $137,976 | $78,562+75.6% | $105,608+30.6% | $74,429+85.4% |
| Participation rate | 18.5% | 72.8%-54.3pp | 75.3%-56.8pp | 67.2%-48.8pp |
| Annual return | 9.98% | 15.94%-6.0pp | 116.50%-106.5pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $751 | $4,321-82.6% | $5,010-85.0% | $4,348-82.7% |
| Admin fee / account holder | $3,039 | $2,217+37.1% | $11,028-72.4% | $1,944+56.3% |