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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 | $200,065 | $79,003+153.2% | $100,398+99.3% | $74,400+168.9% |
| Participation rate | 10.6% | 79.5%-68.9pp | 81.5%-70.9pp | 67.2%-56.6pp |
| Annual return | 10.04% | 20.62%-10.6pp | 49.32%-39.3pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,234 | $7,752-84.1% | $8,084-84.7% | $4,348-71.6% |
| Admin fee / account holder | $2,928 | $1,331+119.9% | $7,893-62.9% | $1,944+50.6% |