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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 | $138,507 | $49,976+177.1% | $66,674+107.7% | $82,637+67.6% |
| Participation rate | 8.6% | 63.1%-54.5pp | 73.7%-65.1pp | 68.1%-59.4pp |
| Annual return | 13.20% | 39.09%-25.9pp | 321.24%-308.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $79 | $2,847-97.2% | $4,084-98.1% | $4,126-98.1% |
| Admin fee / account holder | $2,676 | $4,594-41.7% | $5,098-47.5% | $7,339-63.5% |