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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 | $163,424 | $48,277+238.5% | $67,511+142.1% | $80,874+102.1% |
| Participation rate | 6.3% | 66.4%-60.1pp | 72.9%-66.6pp | 67.6%-61.4pp |
| Annual return | 10.89% | 18.27%-7.4pp | 3517.41%-3506.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,438 | $2,021+70.1% | $2,733+25.8% | $2,756+24.7% |
| Participant deferral / active EE | $441 | $2,926-84.9% | $4,000-89.0% | $4,297-89.7% |
| Admin fee / account holder | $3,367 | $3,687-8.7% | $3,999-15.8% | $6,935-51.5% |