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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 | $48,327+238.2% | $67,575+141.8% | $80,935+101.9% |
| Participation rate | 6.3% | 66.4%-60.2pp | 72.9%-66.7pp | 67.7%-61.4pp |
| Annual return | 10.89% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $3,438 | $2,022+70.0% | $2,736+25.7% | $2,757+24.7% |
| Participant deferral / active EE | $441 | $2,927-84.9% | $4,003-89.0% | $4,299-89.8% |
| Admin fee / account holder | $3,367 | $3,692-8.8% | $3,993-15.7% | $6,924-51.4% |