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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 | $188,880 | $88,815+112.7% | $81,882+130.7% | $145,897+29.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.22% | 1033.75%-1024.5pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $400 | $3,086-87.0% | $2,916-86.3% | $4,663-91.4% |
| Participant deferral / active EE | $500 | $4,647-89.2% | $4,323-88.4% | $6,689-92.5% |
| Admin fee / account holder | $595 | $8,434-93.0% | $7,360-91.9% | $13,390-95.6% |