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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 | $196,407 | $102,595+91.4% | $94,057+108.8% | $154,746+26.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 3.01% | 583.42%-580.4pp | 480.62%-477.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $408 | $3,147-87.0% | $2,933-86.1% | $4,379-90.7% |
| Participant deferral / active EE | $510 | $5,118-90.0% | $4,709-89.2% | $6,730-92.4% |
| Admin fee / account holder | $619 | $7,736-92.0% | $7,244-91.5% | $14,365-95.7% |