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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 | $105,632 | $29,051+263.6% | $52,425+101.5% | $67,986+55.4% |
| Participation rate | 6.1% | 30.4%-24.3pp | 55.6%-49.5pp | 57.2%-51.1pp |
| Annual return | 2.08% | 24.00%-21.9pp | 302.12%-300.0pp | 31.67%-29.6pp |
| Employer contribution / active EE | $57 | $412-86.3% | $914-93.8% | $2,019-97.2% |
| Participant deferral / active EE | $85 | $873-90.3% | $1,790-95.3% | $3,358-97.5% |
| Admin fee / account holder | $1,081 | $2,113-48.9% | $2,495-56.7% | $3,203-66.3% |