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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 | $99,220 | $63,346+56.6% | $92,240+7.6% | $70,126+41.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 9.30% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.8pp |
| Employer contribution / active EE | $527 | $2,471-78.7% | $3,680-85.7% | $2,343-77.5% |
| Participant deferral / active EE | $1,023 | $2,854-64.1% | $3,897-73.7% | $3,332-69.3% |
| Admin fee / account holder | $54,960 | $3,841+1331.0% | $5,194+958.1% | $4,645+1083.1% |